Curtis Stowers

Role
Certified Financial Planner at F5 Financial
Location
Naperville, IL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Curtis Stowers

Are more doors opening for you now that you\'ve earned substantial wealth? If…

Experience

  1. Certified Financial Planner

    F5 Financial

    Feb 2014 — Present

    F5 Financial is driven by values that guide and inspire us to serve clients with integrity and excellence. As a fee-only firm, we don’t try and upsell additional products, collect commissions from your assets or recommend solutions that aren’t in your best interest. Our focus isn’t on fees, it’s on enhancing your financial wellbeing. Our goal is to create harmony and balance between the Five Fs—Faith, Friends, Family, Fitness, and Finance. I specialize in wealth management, investment management, financial planning and retirement planning. When we work together, I’ll help define your personal and professional goals and create a comprehensive financial plan to help you work towards achieving them. I help families, executives and professionals create financial strategies to accumulate and preserve wealth, minimize taxes and protect your assets.

Skills

  • Six Sigma
  • Finance
  • Forecasting
  • Pricing
  • Continuous Improvement
  • Supply Chain
  • Transportation
  • Sales
  • 3pl
  • Project Planning
  • Business Development
  • Supply Chain Management
  • Cross-Functional Team Leadership
  • Process Improvement
  • Management
  • Leadership
  • Operations Management
  • Strategy
  • Warehouse Management
  • Logistics Management
  • Sales Operations
  • Negotiation
  • Purchasing
  • Logistics
  • Inventory Management

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Curtis Stowers — Certified Financial Planner at F5 Financial in Naperville, IL, US | Unifers