sobota, 29 października 2011

Michael Dubensky



Wealth Manager

Michael Dubensky, your personal USAA Wealth Manager, helps a select group USAA members meet their financial and life goals. He has worked for USAA for the past 13 years and has held various roles in the USAA Federal Savings Bank, USAA Investment Management Company and USAA Financial Planning Services.

He holds a Bachelor of Arts in business administration with a concentration in finance from The University of Texas at San Antonio. He also holds a Master of Business Administration with a concentration in finance from Saint Mary's University.

Michael is a CERTIFIED FINANCIAL PLANNERTM practitioner, holds the Chartered Life Underwriter designation, and is a member of the Financial Planning Association. He also holds FINRA Series 7,24,53,63 and 65, as well as life and health insurance licenses. He is also a member of the Board of Directors for the FPA of San Antonio and South Texas Chapter.

As a wealth manager, he assists high net worth members in four primary areas: wealth accumulation, wealth preservation, wealth distribution (tax efficient retirement income strategies) and wealth transfer (tax efficient estate planning for family and charitable causes).

Along with his wife, Kristie, he is a native Texan and enjoys spending time in the outdoors. They especially enjoy mountain biking, fishing and hiking.

Brak komentarzy:

Prześlij komentarz