884: Fred Hubler: How To Build An Alternative Asset Focused Portfolio
49 Minuten
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vor 4 Monaten
My guest in the episode is Fred Hubler. Fred is the founder and
CEO of Creative Capital Wealth Management Group, a boutique
advisory firm specializing in advanced financial planning
strategies for high-net-worth individuals, entrepreneurs, and
family offices.
With over two decades of experience in wealth management, Fred is
known for bringing innovative, often little-known strategies to
the mainstream—helping successful people go beyond the
traditional 60/40 portfolio and create smarter, more
tax-efficient ways to build and preserve wealth.
He’s a nationally recognized speaker and trusted consultant to
professionals across the legal, medical, and executive leadership
space, with a focus on alternative investments, tax planning, and
legacy-focused financial design.
Fred holds an MBA from the Pennsylvania State University, a
Certified Wealth Strategist designation, and has been featured in
multiple media outlets for his contrarian yet results-driven
approach to wealth strategy.
Interview Links:
Creative Capital Wealth Management Group: https://ccwmg.com/
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