On April 15th, Christina and Adam joined Morgan from SUNY Plattsburgh to host a virtual "Financial Forum" to answer questions from soon to be college graduates about a wide range of financial topics including the difference between 401ks and IRAs, strategies to pay off debts, strategies to help younger adults save, and more.
In Strictly Business Magazine's article "Inspiring Innovation: Decades of Delivering" , Christina Ubl was featured alongside her tablemates at the Strictly Business Forum. The group shared insights on the North Country business community over the years and the "rich stories and lessons learned from many wins and losses encountered along the way".
Clute Wealth Management is excited to announce that Akemi Chen has earned her Financial Paraplanner Qualified Professional™ (FPQP™) designation from the College for Financial Planning.
All on the Same Team
Christina was recently featured alongside six other moms from her daughters traveling soccer team in a story titled "All on the Same Team" in the November issue of Strictly Business Magazine. The story highlights the family like nature of their relationships with each other and the empowerment of the strong female leadership that Christina and the other moms bring to the teenage girls on the team.
Plattsburgh, NY - Clute Wealth Management is proud to announce that Akemi Chen, LPL Registered Sales Assistant, has earned her Chartered Mutual Fund Counselor℠ certification.
On April 30, business owners who identify as female gathered from throughout Vermont for the 2019 Spring Conference hosted by Women Business Owners Network (WBON), titled 'Connect, Collaborate & Thrive!' Clute Wealth Management's two partners were active and visible supporters of the event.
Christina is honored to be invited by The Champlain Valley Physicians Hospital Foundation to join a panel of local experts to discuss planning for the future at a community event scheduled for May 14, 2019 in Plattsburgh.
Partners Heidi G. Clute, CFP® and Christina R. Ubl, CFP®CDFA® are excited to announce Adam W. Robert, CFP® APMA® is the newest licensed financial advisor at Clute Wealth Management, a Registered Investment Advisor. Clute Wealth Management now has three financial advisors committed to the legal and ethical requirements of fiduciary responsibility — to provide advice that puts a client’s best interest above their own.
Clute Wealth Management’s internship program was spotlighted in the winter issue of SUNY Plattsburgh’s School of business newsletter. Christina and Fall 2016 intern Michelle Chiudina were interviewed. Here’s an excerpt...
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.
