Mirza Ugarak, CPA, CFP®, is the Director of Finance and Investments at Versa Designed Surfaces and has a diverse background in finance and wealth planning. They immigrated from Bosnia and Herzegovina to the United States in 2014 and graduated from Louisville Collegiate School in 2017. Mirza earned a Bachelor's degree in Accounting and Business Management with a concentration in Financial Planning from Spalding University in 2021. They previously held a position as a Financial Advisor at ARGI Financial Group and worked as an Associate Wealth Planner before advancing to Senior Associate Wealth Planner at Cerity Partners.
Location
Louisville, United States
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