Tamara L. Hubert,  CFP<sup>&reg;</sup> - Financial Advisor

Tamara L. Hubert, CFP®

First Minnetonka Investment Center

14550 Excelsior Blvd
Minnetonka, MN 55345-5822
(952) 465-0323

General

Tamara Hubert is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at First Minnetonka Investment Center in Minnetonka, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other -

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Women's Finances

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