Jason Haubert
Financial Planning Intern @Herbert Financial Group
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WORK HISTORY
Financial Planning Intern @Herbert Financial Group
Auburn Hills, MI, US
Assist in preparing client-facing reports and internal financial analysis spreadsheets, consolidating data on clientportfolios, cash flow projections, and investment allocations• Participate in client meetings alongside advisors, observing real-world financial planning discussions, investmentrecommendations, and tax-efficient wealth management strategies.• Gain hands-on exposure to a wide range of investment and insurance products, including mutual funds, ETFs,REITs, annuities, and various life insurance policies, developing a foundational understanding of financial productsuitability for clients.
ABOUT JASON HAUBERT
I\'m a finance student with a strong interest in wealth management. My coursework has…
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