Newsroom

Akemi Chen Continues Her Financial Planning Education; Earns the FPQP™ Designation

January 22, 2020 | Filed under: Newsroom

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.

Christina Ubl Featured in Strictly Business Magazine

December 18, 2019 | Filed under: Newsroom

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.

Clute Wealth Management announces Akemi Chen has obtained the CMFC® designation

May 22, 2019 | Filed under: Newsroom

Plattsburgh, NY - Clute Wealth Management is proud to announce that Akemi Chen, LPL Registered Sales Assistant, has earned her Chartered Mutual Fund Counselor℠ certification.

Business Owners Connect, Collaborate and Thrive!

May 7, 2019 | Filed under: Newsroom

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 Ubl Tackles 'Are Your Affairs in Order?' for CVPH Foundation

May 7, 2019 | Filed under: Newsroom, What Keeps You Up At Night

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.

Clute’s internship program highlighted in SUNY Plattsburgh newsletter

June 13, 2017 | Filed under: Newsroom

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...

Your Financial Health Checkup: Montpelier Employee Wellness

January 11, 2017 | Filed under: Newsroom, financial planning

 

 

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.

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

January 9, 2017 | Filed under: Newsroom

 

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

Strictly Business highlights Clute team

November 1, 2016 | Filed under: Newsroom

 

Heidi and Christina are excited to be highlighted in the most recent issue of Strictly Business, a Plattsburgh business magazine.

"Just as they advise clients to do, Clute and Ubl ride out the ebb and flow of the economy, and life, by calmly guiding the evolution of their business, setting and checking off goals along the way. They say they are in the business of connecting money with dreams; it’s an enlightened philosophy backed by decades of experience...."

Christina Ubl attends LPL Financial Focus 2015 Conference

September 9, 2015 | Filed under: Newsroom

Boston was Christina Ubl’s destination last month for the annual LPL Financial Focus 2015 Conference. Christina enjoyed hearing business insights and perspectives on the global economy, from industry-leading speakers over four jam-packed days, including former Federal Reserve Chairman Ben Bernanke, Richard Branson of Virgin Atlantic, and PayPal co-founder, Peter Thiel.