Daniel  Lubs,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel Lubs, CFP®

Integrated Investment Strategies, Inc.

600 E Carmel Dr, Ste 110
Carmel, IN 46032-3003
CONNECT WITH Daniel
  • linkedin link

General

Daniel Lubs is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Integrated Investment Strategies, Inc. in Carmel, IN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Limited Partnerships, Irregular Income, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Tangible Assets, Starting a Family, Long-term Care, Sudden Wealth, Medical & Health Issues, Personal Taxes

More

Helpful Financial Planning Resources