Jacob Kuebler, Cfp®, Ea Email & Phone Number
@illinois.edu
3 phones found area 217
LinkedIn matched
Who is Jacob Kuebler, Cfp®, Ea? Overview
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Jacob Kuebler, Cfp®, Ea is listed as Adjunct Instructor at University of Illinois at Urbana-Champaign, a with 229 employees, based in Champaign, Illinois, United States. AeroLeads shows a work email signal at illinois.edu, phone signal with area code 217, and a matched LinkedIn profile for Jacob Kuebler, Cfp®, Ea.
Jacob Kuebler, Cfp®, Ea previously worked as Financial Advisor and Managing Partner at Bluestem Financial Advisors, Llc and Instructor at University Of Illinois At Urbana-Champaign. Jacob Kuebler, Cfp®, Ea holds Bs, Agriculture & Consumer Economics, Financial Planning from University Of Illinois At Urbana-Champaign.
Email format at University of Illinois at Urbana-Champaign
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AeroLeads found 1 current-domain work email signal for Jacob Kuebler, Cfp®, Ea. Compare company email patterns before reaching out.
About Jacob Kuebler, Cfp®, Ea
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.
Listed skills include Retirement Planning, Investment Management, Wealth Management, Estate Planning, and 13 others.
Jacob Kuebler, Cfp®, Ea's current company
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Jacob Kuebler, Cfp®, Ea work experience
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Financial Advisor And Managing Partner
CurrentBluestem 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
Instructor
CurrentCo-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 Member
ACP 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 Chair
NAPFA 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 Planner
Tax Associate
Undergraduate Teaching Assistant
Booth Supervisor/Shift Manager
Jacob Kuebler, Cfp®, Ea education
Bs, Agriculture & Consumer Economics, Financial Planning
Ms, Family Studies & Human Services, Financial Planning
Education record
Frequently asked questions about Jacob Kuebler, Cfp®, Ea
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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 University of Illinois at Urbana-Champaign?
Jacob Kuebler, Cfp®, Ea is listed as Adjunct Instructor at University of Illinois at Urbana-Champaign.
What is Jacob Kuebler, Cfp®, Ea's email address?
AeroLeads has found 1 work email signal at @illinois.edu for Jacob Kuebler, Cfp®, Ea at University of Illinois at Urbana-Champaign.
What is Jacob Kuebler, Cfp®, Ea's phone number?
AeroLeads has found 3 phone signal(s) with area code 217 for Jacob Kuebler, Cfp®, Ea at University of Illinois at Urbana-Champaign.
Where is Jacob Kuebler, Cfp®, Ea based?
Jacob Kuebler, Cfp®, Ea is based in Champaign, Illinois, United States while working with University of Illinois at Urbana-Champaign.
What companies has Jacob Kuebler, Cfp®, Ea worked for?
Jacob Kuebler, Cfp®, Ea has worked for University Of Illinois At Urbana-Champaign, Bluestem Financial Advisors, Llc, Alliance Of Comprehensive Planners, Napfa Genesis, and Folk Financial Planning.
How can I contact Jacob Kuebler, Cfp®, Ea?
You can use AeroLeads to view verified contact signals for Jacob Kuebler, Cfp®, Ea at University of Illinois at Urbana-Champaign, including work email, phone, and LinkedIn data when available.
What schools did Jacob Kuebler, Cfp®, Ea attend?
Jacob Kuebler, Cfp®, Ea holds Bs, Agriculture & Consumer Economics, Financial Planning from University Of Illinois At Urbana-Champaign.
What skills is Jacob Kuebler, Cfp®, Ea known for?
Jacob Kuebler, Cfp®, Ea is listed with skills including Retirement Planning, Investment Management, Wealth Management, Estate Planning, Strategic Financial Planning, Personal Tax Planning, Tax Preparation, and College Savings Plans.
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