Our Professionals: Tam Hubert: Certified Financial Planner
CFP® Tam Hubert has more than 20 years of industry expertise and is experienced in helping individuals and businesses build an investment portfolio to achieve their financial goals. Tam’s knowledge about stocks, bonds, and professional money managers is helpful as you decide which asset allocation makes sense for your situation.
Tam applies a personalized approach and works one-on-one with clients to identify and understand their unique financial timelines, risk tolerance, and goals. Based on the outcome of this meeting, she develops a customized plan incorporating an appropriate mix of products and services. Once the plan is in place, Tam meets with clients regularly to evaluate your portfolio's performance and make adjustments as necessary.
Tam has worked with First Minnetonka Investment Center, for more than 10 years. In addition, Tam is a CERTIFIED FINANCIAL PLANNER™ professional. She holds series 7, 24, 63 and 65 licenses from the Financial Industry National Regulatory Authority (FINRA) and a Minnesota insurance license.
No matter what your financial situation may be—whether you’re just starting out or near retirement, willing to take risks or prefer to be more conservative with your money, or have a limited amount to invest or much to invest—FMIC has investment options and products to meet your needs.
Investing involves risks, including the potential for principal loss.
Diversification and asset allocation do not assure a profit or guarantee against loss.