Christina Ubl

 

Christina - headshotAs 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. While financial planning was a new career path for her, she quickly fell in love with the interesting and challenging world of helping people pursue their financial goals.  Over the last 18 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. 

On December 31st, 2014 - Christina became a partner at CWM. As a partner, she enjoys the opportunity to work with different people on a daily basis helping them to pursue both their financial and personal goals.  Christina earned the CDFA® designation, 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 lives with her husband and two daughters in Morrisonville, New York. When she’s not volunteering at one of her daughters’ events or working with her local rotary, Christina helps manage 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). Christina is a member of the Financial Planning Association, CVPH Foundation Planning Committee, Association of Divorce Financial Planners (ADFP) and a Board Member of the Women Business Owners Network (Vermont Upper Valley, New Hampshire and Upstate New York).

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.

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