✨ Mindy Mccubbin Cfp® Chfc

✨ Mindy Mccubbin Cfp® Chfc Email and Phone Number

Sharing the secrets to building TruWealth @ Truman Wealth Advisors
✨ Mindy Mccubbin Cfp® Chfc's Location
Columbia, Missouri, United States, United States
✨ Mindy Mccubbin Cfp® Chfc's Contact Details

✨ Mindy Mccubbin Cfp® Chfc work email

✨ Mindy Mccubbin Cfp® Chfc personal email

n/a
About ✨ Mindy Mccubbin Cfp® Chfc

I inspire my clients to compound both their money and their knowledge about their money. I help exceptional people navigate big risks and big opportunities on their journey to discover "true wealth". I own a boutique wealth advisory firm in Columbia, Missouri. Go Tigers!Complimentary first meeting: https://calendly.com/trumanwealth/discovery-meetingReach us at 573-227-2077Member of Equita Financial Network. https://www.equitafn.com/

✨ Mindy Mccubbin Cfp® Chfc's Current Company Details
Truman Wealth Advisors

Truman Wealth Advisors

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Sharing the secrets to building TruWealth
✨ Mindy Mccubbin Cfp® Chfc Work Experience Details
  • Truman Wealth Advisors
    Owner
    Truman Wealth Advisors Apr 2018 - Present
    Columbia, Missouri Area
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  • Shelter Insurance
    Director - Equity Investments
    Shelter Insurance Jun 2007 - Mar 2020
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  • The Boeing Company
    Finance
    The Boeing Company 1997 - 2007
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✨ Mindy Mccubbin Cfp® Chfc Skills

Financial Analysis Investments Portfolio Management Finance Equities Leadership Financial Modeling Insurance Asset Management Risk Management Customer Service Management Retirement Planning Corporate Finance Asset Allocation Financial Planning Strategic Financial Planning Bloomberg Underwriting Public Speaking Process Improvement Business Process Improvement Analysis Microsoft Office

✨ Mindy Mccubbin Cfp® Chfc Education Details

Frequently Asked Questions about ✨ Mindy Mccubbin Cfp® Chfc

What company does ✨ Mindy Mccubbin Cfp® Chfc work for?

✨ Mindy Mccubbin Cfp® Chfc works for Truman Wealth Advisors

What is ✨ Mindy Mccubbin Cfp® Chfc's role at the current company?

✨ Mindy Mccubbin Cfp® Chfc's current role is Sharing the secrets to building TruWealth.

What is ✨ Mindy Mccubbin Cfp® Chfc's email address?

✨ Mindy Mccubbin Cfp® Chfc's email address is mm****@****nce.com

What schools did ✨ Mindy Mccubbin Cfp® Chfc attend?

✨ Mindy Mccubbin Cfp® Chfc attended Truman State University, The American College Of Financial Services, Saint Louis University.

What skills is ✨ Mindy Mccubbin Cfp® Chfc known for?

✨ Mindy Mccubbin Cfp® Chfc has skills like Financial Analysis, Investments, Portfolio Management, Finance, Equities, Leadership, Financial Modeling, Insurance, Asset Management, Risk Management, Customer Service, Management.

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