Earnie Hubbard is a Portfolio Strategist with Charles Schwab Investment Advisory, Inc. (“CSIA”) supporting the ThomasPartners and Windhaven Strategies. Earnie joined Thomas Partners, Inc. (“ThomasPartners”) in 2014 and Windhaven Investment Management, Inc. (“Windhaven”) in 2017, prior to those firms merging into CSIA in April 2018. . Prior to joining ThomasPartners, Earnie has served in many roles within The Charles Schwab Corporation since 2000, including being a Portfolio Consultant with Schwab Private Client Investment Advisory, Inc. (SPC), an affiliate of ThomasPartners and subsidiary of the Corporation where he was responsible for managing portfolios for affluent clients, and a Sr. Regional Manager for SPC where he led a team of professional consultants that managed portfolios and financial planning for a large affluent client base.
Earnie earned a B.S. in Civil Engineering from the University of Colorado Boulder, and holds the Chartered Financial Analyst (CFA) designation, is a Certified Financial Planner® (CFP) and a Certified Wealth Strategist (CWS).