Christina was featured again as an expert on a MoneyGeek article. She provides insight on life insurance and estate planning in the article How Life Insurance Can Help with Estate Planning. Christina looks at three different life scenarios where life insurance plays a critical role in estate planning.
Clute Wealth Management is pleased to announce that long-time team member and advisor, Adam W. Robert, has become a partner in the firm. Adam has spent the last decade (and more) helping our clients pursue their goals and helping our firm grow and thrive.
On February 8, 2022, SUNY Plattsburgh announced Christina Ubl’s appointment to its college council by Gov. Kathy Hochul. Christina will serve through June 30, 2026 on the 10-person council, which serves as an oversight and advisory body to the campus and to the president and senior administration of SUNY Plattsburgh, in accordance with New York State Education Law.
Christina tells us she feels honored and looks forward to contributing to her alma mater’s positive impact on students’ lives and the Plattsburgh community.
To read the announcement, visit:
North Country financial planner named to College Council
May's theme for Strictly Business Magazine was "Money & Banking", so they invited a few experts to answer 3 - 5 short questions about their industry and the trends they see in their fields.
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.
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.
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.