Curtis Stowers, Cfp® Email and Phone Number
Curtis Stowers, Cfp® work email
- Valid
- Valid
- Valid
Curtis Stowers, Cfp® personal email
Curtis Stowers, Cfp® phone numbers
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.
F5 Financial Planning
View-
Certified Financial PlannerF5 Financial Planning Feb 2014 - PresentNaperville, Il , UsF5 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.
-
Wealth ManagerSebold Capital Management Jan 2013 - Jan 2014Lisle, Illinois, UsSebold 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. -
Solutions DirectorCaterpillar Inc. Apr 1994 - Dec 2012Irving, Texas, UsFor 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.
Curtis Stowers, Cfp® Skills
Curtis Stowers, Cfp® Education Details
-
University Of Illinois Urbana-ChampaignIndustrial Engineering -
University Of Illinois Urbana-ChampaignIndustrial Engineering
-
University Of Illinois Urbana-ChampaignIndustrial Engineering
Frequently Asked Questions about Curtis Stowers, Cfp®
What company does Curtis Stowers, Cfp® work for?
Curtis Stowers, Cfp® works for F5 Financial Planning
What is Curtis Stowers, Cfp®'s role at the current company?
Curtis Stowers, Cfp®'s current role is Partnering with Executives to Convert Equity Compensation into a Tax-Advantaged Income Stream Using Our Proprietary CareerClarity™ Formula | Founder of F5 Financial.
What is Curtis Stowers, Cfp®'s email address?
Curtis Stowers, Cfp®'s email address is cu****@****rs5.com
What is Curtis Stowers, Cfp®'s direct phone number?
Curtis Stowers, Cfp®'s direct phone number is +163047*****
What schools did Curtis Stowers, Cfp® attend?
Curtis Stowers, Cfp® attended University Of Illinois Urbana-Champaign, University Of Illinois Urbana-Champaign, University Of Illinois Urbana-Champaign.
What are some of Curtis Stowers, Cfp®'s interests?
Curtis Stowers, Cfp® has interest in Science And Technology, Children, Education, Environment.
What skills is Curtis Stowers, Cfp® known for?
Curtis Stowers, Cfp® has skills like Wealth Management, Financial Planning, Part Time Cfo Services, Finance, Strategy, Forecasting, Logistics, Project Planning, Sales Operations, Inventory Management, Purchasing, Sales.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial