Curtis A. Hubbell
- Role
- VP - Financial Consultant at Charles Schwab
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
About Curtis A. Hubbell
As a Schwab Financial Consultant, it’s my job to help you create a better financial life.…
Experience
VP - Financial Consultant
Nov 2019 — Present
As a Schwab Financial Consultant, it’s my job to help you create a better financial life. I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you. I can assist you with: • Wealth management • Investing • Portfolio analysis • College planning • And more And you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances. The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 81••••••12 or email me at: C••••••••@Schwab.com.
Education
University of Iowa
Pre-Law Studies
2008 — 2009
Kansas State University
Bachelor of Science (B.S.), Business Administration
2009 — 2012
Skills
- Microsoft Excel
- Investments
- Asset Allocation
- Sales
- Public Speaking
- Html
- Teaching
- Small Business Retirement Plans
- Powerpoint
- Budgets
- Strategic Planning
- English
- Outlook
- Microsoft Word
- Strategy
- Windows
- Customer Service
- Microsoft Office
- Photoshop
- Executive Compensation Planning
- Research
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