Jacob Kuebler, Cfp®, Ea Email and Phone Number
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Are you feeling overwhelmed by the increasing complexity of your financial life? Do you feel like you are missing opportunities due to lack of time? Do you want to have confidence in balancing saving for your future with enjoying experiences today? We offer customized and comprehensive financial planning services to help you make informed decisions about your finances and achieve balance between planning for the future and living in the present. Whether it's retirement planning, tax planning, estate planning, or investment management, I'll work closely with you to understand your unique needs and goals. Let's connect and see how I can help you achieve financial stability and security, so you can live life to the fullest.
University Of Illinois At Urbana-Champaign
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- fsi.illinois.edu
- Employees:
- 229
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Adjunct InstructorUniversity Of Illinois At Urbana-ChampaignSavoy, Il, Us
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Financial Advisor And Managing PartnerBluestem Financial Advisors, Llc Sep 2011 - PresentUrbana-Champaign, Illinois AreaBluestem Financial Advisors is a comprehensive, fee-only personal financial planning firm. Our mission is to serve as your trusted advisor to help you make smart choices about money – choices that lead to peace of mind and financial independence.We believe your financial plan needs to be tailored to you. This means seeing the big picture and ensuring that your financial life is working in harmony with your goals and dreams. We start by getting to know you and take into account all areas of your financial life as we craft your plan.One differentiation of our services is the special focus we place on tax planning as part of our comprehensive services. We enjoy working with a variety of client situations and life stages, but have developed unique expertise in helping clients in the following situations:- University Professors and Administrators- Young Professionals with or starting their Family -
InstructorUniversity Of Illinois At Urbana-Champaign Aug 2016 - PresentCo-developer and instructor of Applied Topics in Financial Planning for Juniors and Seniors in the Financial Planning program. This course explores the intersection of the technical skills an Advisor needs with the human element of working with clients. This includes topics of our own history with money shapes and influences our advice, active listening, communication and interviewing skills, and basic counseling and coaching skills. -
Board MemberAlliance Of Comprehensive Planners Jun 2013 - Dec 2016ACP is a non-profit alliance of fee-only advisors who offer retainer based, comprehensive personal financial planning. We serve our member advisors through training, ongoing support and a collaborative community who share best practices. -
Committee ChairNapfa Genesis Jun 2012 - Sep 2015NAPFA Genesis is a peer-to-peer networking group for Financial Planners in their early career (age 33 and younger). An initiative of NAPFA, we work to create an environment that encourages our members to navigate and grow as young fee-only advisors. During my time on the Committee, I served as Membership Coordinator (2012-2013), Education Coordinator (2013-2014) and Chair (2014-2015). -
Associate Financial PlannerFolk Financial Planning May 2008 - Sep 2011
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Tax AssociateH&R Block Dec 2008 - Apr 2009 -
Undergraduate Teaching AssistantUniversity Of Illinois At Urbana-Champaign Aug 2008 - Dec 2008
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Booth Supervisor/Shift ManagerGoodrich Quality Theaters, Inc. 2002 - 2008
Jacob Kuebler, Cfp®, Ea Skills
Jacob Kuebler, Cfp®, Ea Education Details
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Agriculture & Consumer Economics, Financial Planning
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Family Studies & Human Services, Financial Planning
Frequently Asked Questions about Jacob Kuebler, Cfp®, Ea
What company does Jacob Kuebler, Cfp®, Ea work for?
Jacob Kuebler, Cfp®, Ea works for University Of Illinois At Urbana-Champaign
What is Jacob Kuebler, Cfp®, Ea's role at the current company?
Jacob Kuebler, Cfp®, Ea's current role is Adjunct Instructor.
What is Jacob Kuebler, Cfp®, Ea's email address?
Jacob Kuebler, Cfp®, Ea's email address is jk****@****ois.edu
What is Jacob Kuebler, Cfp®, Ea's direct phone number?
Jacob Kuebler, Cfp®, Ea's direct phone number is +121741*****
What schools did Jacob Kuebler, Cfp®, Ea attend?
Jacob Kuebler, Cfp®, Ea attended University Of Illinois At Urbana-Champaign, Kansas State University, Parkland College.
What skills is Jacob Kuebler, Cfp®, Ea known for?
Jacob Kuebler, Cfp®, Ea has skills like Retirement Planning, Investment Management, Wealth Management, Estate Planning, Strategic Financial Planning, Personal Tax Planning, Tax Preparation, College Savings Plans, Insurance, Financial Advisory, Retirement, Personal Financial Planning.
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