Christina Ubl Interviewed By Strictly Business
May's theme for Strictly Business Magazine was "Money & Banking", so they invited a few experts to answer 3 - 5 short questions about their industry and the trends they see in their fields. Read More
Heidi and Christina Speak at the SUNY Plattsburgh Legacy Giving Event
On April 26th, 2021 Heidi Clute and Christina Ubl were the keynote speakers for the SUNY Plattsburgh Legacy Giving Event, held virtually to educate attendees about the options available to people when looking to give a legacy gift to the college, as well as honoring Heidi's generous contribution to the school. Read More
Akemi interviewed for Strictly Business Magazine
In October, Akemi was interviewed as part of a Strictly Business Magazine article featuring five alumni from SUNY Plattsburgh who chose to settle down and start their careers in the Plattsburgh area after graduating. Read More
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