Christina and Adam Answer Questions at the SUNY Plattsburgh Financial Forum
On April 15th, Christina and Adam joined Morgan from SUNY Plattsburgh to host a virtual "Financial Forum" to answer questions from soon to be college graduates about a wide range of financial topics including the difference between 401ks and IRAs, strategies to pay off debts, strategies to help younger adults save, and more. Read More
Christina Shares Insights at the Strictly Business Forum
In Strictly Business Magazine's article "Inspiring Innovation: Decades of Delivering" , Christina Ubl was featured alongside her tablemates at the Strictly Business Forum. The group shared insights on the North Country business community over the years and the "rich stories and lessons learned from many wins and losses encountered along the way". Read More
Akemi Chen Continues Her Financial Planning Education; Earns the FPQP™ Designation
Clute Wealth Management is excited to announce that Akemi Chen has earned her Financial Paraplanner Qualified Professional™ (FPQP™) designation from the College for Financial Planning. Read More
Christina Ubl Featured in Strictly Business Magazine
All on the Same Team Christina was recently featured alongside six other moms from her daughters traveling soccer team in a story titled "All on the Same Team" in the November issue of Strictly Business Magazine. The story highlights the family like nature of their relationships with each other and the empowerment of the strong female leadership that... Read More
Clute Wealth Management announces Akemi Chen has obtained the CMFC® designation
Plattsburgh, NY - Clute Wealth Management is proud to announce that Akemi Chen, LPL Registered Sales Assistant, has earned her Chartered Mutual Fund Counselor℠ certification. Read More
Business Owners Connect, Collaborate and Thrive!
On April 30, business owners who identify as female gathered from throughout Vermont for the 2019 Spring Conference hosted by Women Business Owners Network (WBON), titled 'Connect, Collaborate & Thrive!' Clute Wealth Management's two partners were active and visible supporters of the event. Read More
Christina Ubl Tackles 'Are Your Affairs in Order?' for CVPH Foundation
Christina is honored to be invited by The Champlain Valley Physicians Hospital Foundation to join a panel of local experts to discuss planning for the future at a community event scheduled for May 14, 2019 in Plattsburgh. Read More
Adam Robert: And now there are three
Partners Heidi G. Clute, CFP® and Christina R. Ubl, CFP®CDFA® are excited to announce Adam W. Robert, CFP® APMA® is the newest licensed financial advisor at Clute Wealth Management, a Registered Investment Advisor. Clute Wealth Management now has three financial advisors committed to the legal and ethical requirements of fiduciary responsibility —... Read More