Carman Kubanda, CFP®, ChFC®
Partnering with you in pursuit of financial independence.
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Serving Clients Nationwide
Partnering with you in pursuit of financial independence.
Areas of Focus
- Choosing a Financial Advisor
- Faith-Based Investing
- Financial Life Planning
- High Net Worth
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Carman Kubanda, CFP®, ChFC®
Hi, I'm Carman Kubanda, a CERTIFIED FINANCIAL PLANNER™ Professional.I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with.
Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. That’s why I seek to form trusting, long term relationships with clients, serving as their personal financial coach by:
1. Helping them set specific and meaningful goals that are aligned with their values
2. Providing them with a comprehensive, personalized plan for effectively pursuing their goals
3. Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan
4. Making strategic adjustments in their plan as their circumstances and goals evolve over time
I don’t believe in shortcuts to financial security. I advocate time-tested financial principles including prudent and responsible debt management, disciplined saving and investing and a thoughtful insurance strategy for managing financial risk.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Consultant (ChFC)
Primary Location
5049 edwards ranch rd
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Innovative Wealth Building
At Innovative Wealth, we're passionate about helping our clients achieve their definition of financial success. We have a diverse team with a wide variety of expertise. We approach each conversation with a listen-first mentality, and our most important goal is simple - help you reach your goals!At IWB, we lead with our values and do our best to stay grounded in F.A.I.T.H.
✔️ FAMILY: We’re a family of professionals working to serve you.
✔️ ACHIEVEMENT: Achieving your goals is our most important goal.
✔️ INTEGRITY: We do the right thing when no one is watching.
✔️ TEAMWORK: We work together to leverage each other’s strengths.
✔️ HONESTY: Our word is our bond; we strive for transparency.
Our Mission: to Empower others to feel confident throughout all stages of their lives.
Education
University of Washington, Bachelor's degree, Finance
Hobbies and Interests
- Church
- Music
- Tennis
- Wine
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
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Gave our finances a much needed course correction
Top Notch Advisor
Fantastic Service
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