FINANCIAL TOOLKITS
Christina Ubl
As co-owner and a CERTIFIED FINANCIAL PLANNER™ professional at Clute Wealth Management (CWM), Christina works with the firm’s clients to help them develop financial strategies.
Christina began working at CWM in August of 2000. She quickly fell in love with the interesting and challenging world of helping people pursue their financial goals. The idea of providing financial strategies for women in transition™ was a natural connection to her values as she and her sister were raised by a single mother; she hopes to help others navigate similar life challenges.
Over the last 20 plus years, Christina continued her professional development to earn her CFP® certification and series 7, 24, 63 and 66 registrations held with LPL Financial. She holds a B.S. in Business Management and a minor in accounting from SUNY Plattsburgh.
As co-owner, she enjoys the opportunity to work with individuals and small business owners on a daily basis helping them to pursue both their financial and personal goals. Christina earned the CDFA® designation in 2013, which helps her work collaboratively with clients and their attorneys throughout the divorce process. She helps them to understand both the short- and long-term financial decisions. She illustrates how divorce affects cash flow and net worth, along with the possible impact of child support, maintenance and splitting of assets. In keeping with CWM’s mission to help women in transition, she believes the designation was vital to meet those needs for women and their families.
Christina is very active in the community and currently holds a Governor-appointed position on the SUNY Plattsburgh University Council; she is also a member of the Plattsburgh TDC Board. In addition to these board positions, Christina is a member of numerous organizations including the Financial Planning Association, CVPH Foundation Planning Committee, Association of Divorce Financial Planners (ADFP), the Women Business Owners Network (Vermont Upper Valley, New Hampshire and Upstate New York) and Plattsburgh Rotary. She is also is a member of the 2019 inaugural group to successfully complete the American Heart Association and Financial Planning Association certificate program, Philanthropic Solutions in Financial Planning.
Christina lives with her husband and two daughters in Morrisonville, New York. When she’s not attending one of her daughters’ events, working with her local rotary, or contributing to the activities noted above, Christina manages client assets through LPL Financial. CWM has offices in Plattsburgh, NY and South Burlington, VT. Christina holds securities registrations in over 20 states (see below for a list of states).
Check the background of this investment professional on FINRA BrokerCheck.
Specialties
Financial Planning Services: Divorce Planning, Retirement, College, Estate, Charitable, Personal, Business Insurance, Investment Services: Strategy development, Asset Allocation, Money manager selection, Asset management, Tax efficient strategies.
