Christina Ubl, CFP<sup>&reg;</sup> - Financial Advisor

Christina Ubl, CFP®

CDFA®

Partner

Clute Wealth Management LLC

152 Tom Miller Rd
Plattsburgh, NY 12901
+ 1 More Location

Clute Wealth Management LLC

1233 Shelburne Rd, Ste 202
South Burlington, VT 05403
FINANCIAL ADVISOR'S WEBSITE
(877) 561-5707
+1 More Number
(518) 561-5707
CONNECT WITH Christina
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General

Christina Ubl is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Clute Wealth Management LLC in Plattsburgh, NY and the surrounding communities.

Financial Advisor Overview

Christina Ubl, CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst® works directly with business partner Heidi Clute to help their clients strategize their financial planning.  Christina began working at Clute Wealth Management in August of 2000 and became a partner in 2014.
Clute Wealth Management is an independent firm and Registered Investment Advisor that provides strategic financial and investment planning for individuals and small businesses in the Champlain Valley region of New York and Vermont. They develop customized strategies for personal, business, estate and charitable financial needs. Services include objective investment advice, fee-based asset management, retirement planning, estate and trust planning, family wealth transfers, and coordination of philanthropic goals.
For a list of states in which I am registered to do business, please visit www.clutewealthmanagement.com.

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Financial Advisor Experience

Christina, a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst®, holds securities registrations in over 20 states. Christina holds a B.S. in Business Management and a minor in Accounting from SUNY Plattsburgh and is a member of the Financial Planning Association, Association of Divorce Financial Planners (ADFP), Women Business Owners Network Vermont, and is a Rotarian.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CDFA®

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor. Member SIPC (www.SIPC.org).

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Job Loss, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources