Plattsburgh, NY - Clute Wealth Management is proud to announce that Akemi Chen, LPL Registered Sales Assistant, has earned her Chartered Mutual Fund Counselor℠ certification.
Founded as a partnership between the College for Financial Planning and the Investment Company Institute (ICI), the CMFC® designation indicates a thorough knowledge of mutual funds and their various uses as investment vehicles. Since 1996 it has been the only industry-recognized mutual fund designation.
After graduating from State University of New York at Plattsburgh in 1999 with a BS in International Business and a minor in Accounting, Akemi joined us at Clute Wealth Management and has since earned her Series 7 General Securities registration currently held through LPL Financial.
Clute Wealth Management is an independent firm and Registered Investment Advisor (RIA) that provides strategic financial and investment planning for individuals and small businesses in the Champlain Valley region of New York and Vermont. Owners Heidi Clute, CERTIFIED FINANCIAL PLANNER™ and her partner Christina Ubl CFP®, CDFA™, head up an experienced team, and dedicated support staff. The firm has been in business since 1984. Clute Wealth Management develops customized strategies for personal, business, estate and charitable financial needs. Services include objective investment advice, fee-based asset management through LPL Financial, retirement planning, estate planning, family wealth transfers, coordination of philanthropic goals and wealth management.
As a Registered Investment Advisor, the Investment Advisor Representatives of Clute Wealth Management have a fiduciary responsibility to their advisory clients, have additional disclosure requirements and can provide discretionary or nondiscretionary services.