Plattsburgh, N.Y. – Clute Wealth Management proudly announces Christina Ubl has earned her CERTIFIED FINANCIAL PLANNER™ certification. Widely regarded as one of the hardest to attain in the financial industry, the CFP® certification is administered and regulated by the Certified Financial Planner Board of Standards. Individuals must meet minimum experience and education requirements and complete continuing education programs to maintain their certification status. The Clute Wealth Management firm now has two CFP® professionals on their team, including owner, Heidi Clute.
Christina Ubl joined Clute Wealth Management in 2000 after graduating from State University of New York at Plattsburgh, with a BS in Business Management. In 2001, she became a licensed Insurance Broker. In 2003, she continued to grow her credentials by becoming a Stock Broker and in 2006 became an LPL Registered Securities Principal. Her volunteer efforts include serving on the committee for the Red Cross North Country Chapter Fire & Ice Fundraiser. Christina, a native of Willsboro, NY, and her husband have two children, Kennedy and Paige. They enjoy traveling with extended family.
Clute Wealth Management, with offices in Plattsburgh and So. Burlington, Vt., is an independent firm and Registered Investment Advisor providing strategic financial and investment planning for individuals and small businesses in the Champlain Valley region of New York and Vermont. As a Registered Investment Advisor, Clute Wealth Management can act in a fiduciary capacity, has additional disclosure requirements and can provide discretionary or nondiscretionary services.
Securities and fee-based asset management are offered through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC. LPL Financial is an independent broker-dealer, and does not sell or market proprietary products or securities.
