Clute Wealth Management announces Adam Robert, now holds the CFP® designation

January 9, 2017 | Filed under: Newsroom

 

adam-roberts-clute-wealth-management.jpg

Plattsburgh, NY - Clute Wealth Management is proud to announce that Adam Robert, LPL Registered Sales Assistant, has earned his CERTIFIED FINANCIAL PLANNER™ certification.

The CFP® certification is administered and regulated by the Certified Financial Planner Board of Standards and is one of the most difficult to attain. Individuals must meet a minimum of experience and education requirements as well as earn continuing education credits to keep their certification status. The Clute Wealth Management firm now has three CFP® professionals on their team, including owners Heidi Clute and Christina Ubl. Adam joined Clute Wealth Management in 2010, after graduating with a BA in Economics from St. Lawrence University. He has since earned his Series 7 General Securities registration, which is held at LPL Financial. In 2014, he earned the Accredited Portfolio Management Advisor(SM) or APMA® designation which allows him to assist the advisors with portfolio construction and investment analysis.

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.

Securities are offered through LPL Financial, Member FINRA/SIPC. LPL Financial is an independent broker-dealer, and does not sell or market proprietary products or securities.

 

Did you like this article? Share it with your friends!

.

Financial Toolkits

toolkits_240x141