Christina Ubl

Heidi Clute (right) and Christina Ubl (left) stand in their office

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 Strictly Business

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

Your Financial Health Checkup: Montpelier Employee Wellness

Heidi Clute was invited by the City of Montpelier to conduct a workshop for their employee wellness program. During the financial literacy workshop sponsored by the City, Heidi outlined a Financial Health Check Up process for a diverse group of employees. Read More

Your Financial Journey: Getting Started

Chistina Ubl, a CERTIFIED FINANCIAL PLANNER™ with Clute Wealth Management, said individual circumstances will dictate how much money to set aside each month. Ubl tells clients to analyze their cash flow and fully comprehend their income compared to their expenditures. Read More