Mindy McCubbin, ChFC

Sharing the secrets to building TruWealth

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Truman Wealth Advisors Mindy McCubbin, ChFC
Columbia, Missouri

Serving Clients Nationwide

Sharing the secrets to building TruWealth

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Areas of Focus

  • Alternative Investments
  • Career
  • Family and Money
  • Financial Life Planning
  • Having a Baby

About Me

Hello friend. I’m Mindy McCubbin.

I am an experienced and successful investor, a financial news junkie, world traveler and pod-cast nerd. I am also a mom, a wife, a friend, a sister, a daughter, a runner and a yogi. I have dreams and passions and hopes for my future and my family's well-being. So I get where you're coming from.

I grew up in Illinois, but now I call Columbia Missouri my home. One of my favorite places to be is running its beautiful trails. You'll see pictures of my crazy family scattered throughout this website. I hope you can forgive me, since they are my pride and joy. I love spending time with them. Well, most of the time.

Truman Wealth Advisors is my personal passion and a way to put my soul in the game by navigating a select group of clients to financial freedom.

Professional Designations

  • Chartered Financial Consultant (ChFC)

Affiliations

  • National Association of Personal Financial Advisors

Primary Location

65203

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed
  • Subscription

Offers Investment Management

Yes

Education

Truman State University

Languages

  • English

Hobbies and Interests

  • Family
  • Golf
  • Reading
  • Running
  • Sports
  • Traveling
  • Volunteering
  • Working Out
  • Yoga

Who We Serve

  • Baby Boomers
  • Business Owners
  • Couples
  • Dual Income Family
  • Gen X
  • Healthcare Professionals
  • Single Women
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance

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