Jeff Churba, CFP®, CIMA®, CDFA®
Senior Wealth Advisor
Background
Jeff is a Senior Wealth Advisor at HUB Investment Partners with over 30 years of experience in the financial services industry. He specializes in providing comprehensive financial planning and investment management services to high-net-worth individuals and families, offering tailored strategies for wealth preservation, tax optimization, estate planning, and risk management. Jeff’s thoughtful approach helps clients achieve their long-term financial goals with confidence.
Jeff holds a Master’s degree in Business Administration from Wilkes University and has earned the Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®) designations. Prior to joining HUB, he spent 10 years as a Managing Director at Putnam Investments. Now based in Austin, TX, Jeff continues to leverage his experience to guide clients through effective financial strategies and successful portfolio management.
Advisor Location
900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies