Mindy McCubbin, ChFC
Sharing the secrets to building TruWealth
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Truman Wealth Advisors
Mindy McCubbin, ChFC
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Advisor
Columbia, MO
Serving Clients Nationwide
Sharing the secrets to building TruWealth
Areas of Focus
- Alternative Investments
- Career
- Family and Money
- Financial Life Planning
- Having a Baby
- Inherited Wealth
- Investing
- Investment Management
- Loss of Spouse or Partner
- Money Psychology
- Owning a Business
- Retirement Planning
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
2505 Chelan Circle
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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