JAVIER A. ZUBIATE
Financial Advisor - Certified Financial Planner™
El Paso
Summary
Summary: Experienced financial services professional with a strong track record of working with diverse clients. Known for friendliness and adaptability, fostering strong client relationships. Exceptional knowledge in wealth management, insurance, estate planning, and investment strategies to help clients reach financial goals.
Overview
10
10
years of professional experience
4
4
Certifications
Work History
Financial Advisor | VP of Business Solutions | Certified Financial Planner
Crown Wealth Strategies
08.2019 - Current
- Recognized for excellence in fiduciary advisory services and community engagement.
- Deliver comprehensive financial planning, investment management, and insurance strategies.
- Lead prospecting, client onboarding, and ongoing plan implementation.
- Conduct market research and performance monitoring to ensure goal alignment.
- Support local businesses with retirement plan solutions and employee education.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Team Lead – Move Money Solutions
Charles Schwab
08.2018 - 08.2019
- Supervised a newly expanded department, onboarding and managing 15+ reps.
- Oversaw national teams, maintained service levels, and resolved escalations.
- Delivered coaching, team development, and performance feedback.
Move Money Specialist
Charles Schwab
11.2017 - 08.2018
- Top performer and interim Team Lead for the El Paso site.
- Handled complex domestic and foreign fund transfers.
- Supported advisors and internal teams as a Subject Matter Expert (SME).
- Collaborated with cross-functional teams to achieve project goals on time and within budget.
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
Account Solutions Administrator
Charles Schwab
01.2017 - 11.2017
- Ranked top 3 in team performance and recruited for Schwab's STAR program.
- Processed new account setups and documentation verification.
Accounting Clerk
Mechanical Technologies
01.2016 - 12.2016
- Introduced new cash flow procedures and audited job cost reports.
- Performed bank reconciliations and managed A/R and A/P.
- Maintained organized filing systems for accounting records, ensuring easy access to crucial financial information when needed.
- Input high volume of monthly invoices with consistent accuracy.
Education
MBA - Specialization in Finance
The University of Texas At El Paso
El Paso, Texas05-2018
BBA - Double Major in Accounting & Finance
The University of Texas At El Paso
El Paso, Texas03-2015
Skills
Investment planning
Financial advising
Financial services
Financial planning
Retirement planning
Insurance planning
Wealth management
Debt management
Estate planning
Business development
Certification
CFP – Certified Financial Planner
COMMUNITY LEADERSHIP & PHILANTHROPY
- Board Member, El Paso Estate Planning Council
- Committee Member, Progress 321 Economic Development Group
- Board Director, El Paso Insights
- VP of Sponsorship, El Paso Symphony Orchestra Young Professionals
- Member, El Paso Chamber of Commerce
Timeline
Financial Advisor | VP of Business Solutions | Certified Financial Planner
Crown Wealth Strategies
08.2019 - Current
Team Lead – Move Money Solutions
Charles Schwab
08.2018 - 08.2019
Move Money Specialist
Charles Schwab
11.2017 - 08.2018
Account Solutions Administrator
Charles Schwab
01.2017 - 11.2017
Accounting Clerk
Mechanical Technologies
01.2016 - 12.2016
MBA - Specialization in Finance
The University of Texas At El Paso
BBA - Double Major in Accounting & Finance
The University of Texas At El Paso
Similar Profiles
Marissa MoatsMarissa Moats
Administrative Assistant at Zen Wealth StrategiesAdministrative Assistant at Zen Wealth Strategies
Bridget DeMartinoBridget DeMartino
Financial Advisor at Andrews DeMartino Wealth Strategies FirmFinancial Advisor at Andrews DeMartino Wealth Strategies Firm
DANIEL M. WAGNERDANIEL M. WAGNER
Senior Partner at Boston Wealth Strategies, Inc.Senior Partner at Boston Wealth Strategies, Inc.
Abigail BarcenasAbigail Barcenas
Billing and Coding Associate at Quick Claimers Medical Billing and CredentialingBilling and Coding Associate at Quick Claimers Medical Billing and Credentialing
Jesus CarrilloJesus Carrillo
Assistant Manager at First Convenience Bank of TexasAssistant Manager at First Convenience Bank of Texas