Michael Bubel
Financial Advisor
CFP®, ChFC®, CRPC®
With more than 25 years of financial sector experience, Michael Bubel, CFP®, ChFC®, CRPC®, is a financial advisor in Allworth’s Houston, Texas, office. A graduate of the University of Texas at San Antonio with a Bachelor of Arts degree in Business Administration, Michael has also earned a master’s degree from the University of Phoenix. In his spare time, Michael enjoys running, reading, traveling, and spending time with his family. Also an avid volunteer with Living Water International (LWI), many of his runs are sponsorships for LWI and other organizations that provide needed services throughout the world. Michael lives in the Houston area with his wife of more than 30 years.
I begin by understanding each client’s concerns, wants, needs, goals. Once we’ve identified these, we work together to prioritize them, determining the order of importance. From there, my goal is to create a clear path forward to meet their needs and achieve their goals, all while addressing and eliminating any concerns. This systematic approach is designed to develop a comprehensive long-term strategy and plan tailored to their unique circumstances.
Throughout our partnership, my clients can expect open communication, advice that is in their best interest, and full transparency. I believe in the power of collaboration, which is why I leverage the expertise of our entire in-house team—including specialists in investment, estate planning, insurance, and tax planning—to help ensure we’re delivering the best possible outcomes for every client.
My process is centered on helping clients achieve their long-term goals while building meaningful, lasting relationships. By focusing on both the long-term vision and the personal connection, I strive to create a partnership that goes beyond transactions, helping my clients feel confident and supported every step of the way.
CFP®: CERTIFIED FINANCIAL PLANNER®
ChFC®: Chartered Financial Consultant®
CRPC®: Chartered Retirement Planning CounselorSM
I pride myself on providing sound, personal, and comprehensive advice that is always in the best interests of the client and that helps them reach their financial goals.
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