Carman Kubanda, CFP®, ChFC®

Partnering with you in pursuit of financial independence.

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Innovative Wealth Building Carman Kubanda, CFP®, ChFC®
Fort Worth, TX

Serving Clients Nationwide

Partnering with you in pursuit of financial independence.

3 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Choosing a Financial Advisor
  • Faith-Based Investing
  • Financial Life Planning
  • High Net Worth
  • Insurance
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

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™ Professional
  • 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 our Firm

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

Badges

Hobbies and Interests

  • Church
  • Music
  • Tennis
  • Wine
  • Working Out

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

Gave our finances a much needed course correction

✅ Wealthtender Certified Advisor Review™
Apr 8, 2024
We are in our 70s, and Carman became our Financial Advisor at the perfect time. He guided us through all things financial as we transitioned from our retirement home of 16 years to the Continuing Care Community where we live now. He took time to get to know our priorities, needs, and risk-tolerance, and he made sure we fully understood and felt comfortable with his guidance. We’ve applied his wise suggestions for preserving our assets, ensuring our charitable contributions will continue, making better decisions about taxes, and setting up our long-term-care plans as we age. Carman is an A++ advisor, and now also a good friend.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Tom and Susan
Tom and Susan

Top Notch Advisor

✅ Wealthtender Certified Advisor Review™
Apr 3, 2024
I have been with other finance advisors since 2005. I can say Carman is the most responsive advisor I have had the pleasure of working with. He seems very knowledgeable and shows a true desire to help me with my financial goals.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mark
Mark

Fantastic Service

✅ Wealthtender Certified Advisor Review™
Apr 2, 2024
Carman has been an absolute pleasure to work with. He is cordial, meticulous, and always aiming to provide the absolute best service to our family and needs. We could not be happier, and are blessed to have him looking after us.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Blake Perry
Blake Perry