Carman Kubanda
Holistic Financial, Tax, Estate, Business Planning from a boutique firm.
Carman Kubanda · Fort Worth, Texas
Is this you, Carman?
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About
Hi I'm Carman! You won't find any sales pitches or generic advice here. As a CFP® I look at the whole picture, not just your investments. We specialize in working with business owners, self-employed, or individuals nearing retirement. Because we are independent we can integrate seamlessly into your team with accountants, tax lawyers, estate, etc...
Who they serve
- High earners
- HENRY (high earner, not rich yet)
- Founders
- Retirees
- Pre-retirees
- Early-career professionals
Services
- 401(k) & IRA Management
- Asset Allocation
- Pension Planning
- Investment Management
- Insurance Planning
- Financial Planning
- Estate Planning
- Tax Strategy
- Wealth Management
- Retirement Planning
- Portfolio Rebalancing
- Financial Advice & Coaching
- Stock Option Planning
- Insurance/Risk Management
- Charitable Giving
- Social Security Planning
Structured record
| Name | Carman Kubanda |
|---|---|
| Firm | Carman Kubanda |
| Location | Fort Worth, Texas |
| Fee model | Percentage of Assets (AUM) · Subscription · One-Time Financial Planning Fee |
| AUM | $500M - $1B |
| Founded | 2021 |
| Firm size | 6 - 20 employees |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Designations | CFP (Certified Financial Planner) · Series 65 · Series 7 |
| Investment approach | Blend of both · Passive management |
| Website | https://innovativewealthbuilding.com/carman |
| https://www.linkedin.com/in/carmankubanda/ |
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Specialties
- Small business owners
- Retirement planning
- Equity compensation
- Pension planning