Brandon Cumba
Wealth Advisor & Director of Advisory Services at Strata Wealth Advisors, LLC
- Role
- Wealth Advisor & Director of Advisory Services at Strata Wealth Advisors, Llc
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Brandon Cumba
Brandon Cumba is a Wealth Advisor and Director of Advisory Services at Strata Wealth…
Experience
Wealth Advisor & Director of Advisory Services
Apr 2017 — Present · Dallas, TX, US
Supports a group of Advisors and their clients by overseeing and helping implement Strata’s financial planning and investment process. Supervises staff and monitors processes for the successful integration of new Advisor\'s practices to Strata. Assists with the integration and training of team members new to Strata.Collaborates as a member of Strata\'s management team, including coordination of complete financial planning and wealth management (investment & insurance analysis, education planning, retirement planning, estate planning, tax strategies, and portfolio management).
Education
Ouachita Baptist University
Bachelor of Arts (B.A.)
2004 — 2008
Ennis High School
High School Diploma, General Studies
2000 — 2004
Skills
- Estate Planning
- Public Speaking
- Strategic Financial Planning
- Microsoft Word
- Portfolio Management
- Loans
- Commercial Insurance
- Training
- Underwriting
- Investment Strategies
- Analysis
- Budgets
- Finance
- Management
- Team Building
- Event Planning
- Crm
- Credit Analysis
- Accounting
- Small Business
- Financial Adviory Practice Integration
- Financial Analysis
- Marketing
- Retirement Planning
- Microsoft Office
- Sales
- Banking
- Mutual Funds
- Risk Management
- Credit
- Asset Allocation Optimization
- Investment Management
- Powerpoint
- Microsoft Excel
- Insurance
- Retail Banking
- Succession Planning for Advisors
- Business Development
- Fundraising
- Wealth Management
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