Curtis Stowers, Cfp®
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Curtis Stowers, Cfp® Email & Phone Number

Partnering with Executives to Convert Equity Compensation into a Tax-Advantaged Income Stream Using Our Proprietary CareerClarity™ Formula | Founder of F5 Financial at F5 Financial Planning
Location: Naperville, Illinois, United States 3 work roles 3 schools
2 work emails found @f5fp.com 2 phones found area 630 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email c****@f5fp.com
Direct phone (630) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
F5 Financial Planning
Role
Partnering with Executives to Convert Equity Compensation into a Tax-Advantaged Income Stream Using Our Proprietary CareerClarity™ Formula | Founder of F5 Financial
Location
Naperville, Illinois, United States

Who is Curtis Stowers, Cfp®? Overview

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Quick answer

Curtis Stowers, Cfp® is listed as Partnering with Executives to Convert Equity Compensation into a Tax-Advantaged Income Stream Using Our Proprietary CareerClarity™ Formula | Founder of F5 Financial at F5 Financial Planning, based in Naperville, Illinois, United States. AeroLeads shows a work email signal at f5fp.com, phone signal with area code 630, and a matched LinkedIn profile for Curtis Stowers, Cfp®.

Curtis Stowers, Cfp® previously worked as Certified Financial Planner at F5 Financial Planning and Wealth Manager at Sebold Capital Management. Curtis Stowers, Cfp® holds Doctor Of Philosophy - Phd, Industrial Engineering from University Of Illinois Urbana-Champaign.

Company email context

Email format at F5 Financial Planning

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*@f5fp.com
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AeroLeads found 2 current-domain work email signals for Curtis Stowers, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Curtis Stowers, Cfp®

Are more doors opening for you now that you've earned substantial wealth?If you're a corporate executive - you've likely built potentially life-changing wealth with salary, bonuses, RSUs, options, NQDC, pension, long-term comp...etcOver the course of your career, you've made sacrifices to achieve this status. Now you have started to think about the multitude of options that may be available if you can monetize this wealth. Options that give you the freedom to spend more time on those things that are significant to you and your family. The ultimate goal: make your job optional. But the only thing standing between you and a work-optional lifestyle is a steady stream of income that can mirror the salary you currently enjoy.If you don't possess a strategy to get there - then I'd like to help.This is why I created the CareerClarity™ Formula for you. This is the exact formula I've delivered to numerous corporate executives to convert equity compensation into a tax-advantaged income stream. This is ALSO the exact formula that I used to walk away from my executive position at Caterpillar and start living the life I've always dreamed of. This proprietary formula gives you a clear strategy to address things like...• Tax mitigation • Stock concentration and diversification• Equity compensation liquidity events• Cash flow management• Financial Stewardship• Legacy & Estate planningIf your goal is to reach a work-optional lifestyle then simply leave me a note and we will find some time to talk soon.

Listed skills include Wealth Management, Financial Planning, Part Time Cfo Services, Finance, and 36 others.

Current workplace

Curtis Stowers, Cfp®'s current company

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F5 Financial Planning
F5 Financial Planning
Partnering with Executives to Convert Equity Compensation into a Tax-Advantaged Income Stream Using Our Proprietary CareerClarity™ Formula | Founder of F5 Financial
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3 roles

Curtis Stowers, Cfp® work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner

Current
F5 Financial Planning

Naperville, Il , Us

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.

Feb 2014 - Present

Wealth Manager

Sebold Capital Management

Lisle, Illinois, Us

Sebold Capital Management, Inc. is a fee-only wealth management firm that focuses on high net-worth clients. As a Wealth Manager I was committed to putting my clients’ needs first and focusing on their priorities. I led the development, implementation, monitoring and updating of financial plans for approximately 100 families and an approximate $100M investment portfolio.

Jan 2013 - Jan 2014

Solutions Director

Caterpillar Inc.

Irving, Texas, Us

For more than 90 years, Caterpillar Inc. has been making sustainable progress possible and driving positive change on every continent. Customers turn to Caterpillar to help them develop infrastructure, energy and natural resource assets. Throughout my career I held several positions with Caterpillar Inc., and Caterpillar Logistics Inc. Various positions included Development Manager, Logistics Strategy Manager, Commercial Manager and Research Analyst.

Apr 1994 - Dec 2012
3 education records

Curtis Stowers, Cfp® education

Doctor Of Philosophy - Phd, Industrial Engineering

University Of Illinois Urbana-Champaign

Master Of Engineering - Meng, Industrial Engineering

University Of Illinois Urbana-Champaign

Bachelor Of Science - Bs, Industrial Engineering

University Of Illinois Urbana-Champaign
FAQ

Frequently asked questions about Curtis Stowers, Cfp®

Quick answers generated from the profile data available on this page.

What company does Curtis Stowers, Cfp® work for?

Curtis Stowers, Cfp® works for F5 Financial Planning.

What is Curtis Stowers, Cfp®'s role at F5 Financial Planning?

Curtis Stowers, Cfp® is listed as Partnering with Executives to Convert Equity Compensation into a Tax-Advantaged Income Stream Using Our Proprietary CareerClarity™ Formula | Founder of F5 Financial at F5 Financial Planning.

What is Curtis Stowers, Cfp®'s email address?

AeroLeads has found 2 work email signals at @f5fp.com for Curtis Stowers, Cfp® at F5 Financial Planning.

What is Curtis Stowers, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 630 for Curtis Stowers, Cfp® at F5 Financial Planning.

Where is Curtis Stowers, Cfp® based?

Curtis Stowers, Cfp® is based in Naperville, Illinois, United States while working with F5 Financial Planning.

What companies has Curtis Stowers, Cfp® worked for?

Curtis Stowers, Cfp® has worked for F5 Financial Planning, Sebold Capital Management, and Caterpillar Inc..

How can I contact Curtis Stowers, Cfp®?

You can use AeroLeads to view verified contact signals for Curtis Stowers, Cfp® at F5 Financial Planning, including work email, phone, and LinkedIn data when available.

What schools did Curtis Stowers, Cfp® attend?

Curtis Stowers, Cfp® holds Doctor Of Philosophy - Phd, Industrial Engineering from University Of Illinois Urbana-Champaign.

What skills is Curtis Stowers, Cfp® known for?

Curtis Stowers, Cfp® is listed with skills including Wealth Management, Financial Planning, Part Time Cfo Services, Finance, Strategy, Forecasting, Logistics, and Project Planning.

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