Heidi Clute is pleased to announce that Christina Ubl, CFP® of Clute Wealth Management financial services in Plattsburgh, N.Y. and South Burlington, Vt. recently completed a specialized educational program and is now a Certified Divorce Financial Analyst™ (CDFA™).
Christina Ubl, CFP® CDFA™ is trained to provide financial information and assistance to people going through a divorce. She evaluates the tax implications of dividing property and the financial impact of various settlement options for dividing marital property (including pensions) and child and spousal support payments.
“At Clute Wealth Management, we help determine the short-term and long-term financial impact of a proposed divorce settlement to make sure it works now as well as down the road,” says Christina Ubl. “We examine and analyze the financial issues of a divorce, providing our clients and their attorneys with data to help guide and support their case. We offer valuable insight into the pros and cons of different settlement options to help our clients avoid the common financial pitfalls of divorce.”
The Institute for Divorce Financial Analysts™ (IDFA™) trains professionals – financial planners, accountants, and attorneys – to determine the financial needs and goals for couples after divorce.
Christina joined Clute Wealth Management in 2000 after graduating from State University of New York at Plattsburgh, with a B.S. in Business Management. In 2001, she became a licensed insurance broker. In 2003, she continued to grow her credentials by becoming a stockbroker and in 2006 became an LPL Registered Securities Principal, and in 2010 earned the designation CFP®.
Clute Wealth Management, with offices in Plattsburgh, N.Y. and South Burlington, Vt., is an independent firm and Registered Investment Advisor providing strategic financial and investment planning for individuals and small businesses in the Champlain Valley region of New York and Vermont. As a Registered Investment Advisor, Clute Wealth Management can act in a fiduciary capacity, has additional disclosure requirements and can provide discretionary or nondiscretionary services.
Securities and fee-based asset management are offered through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC. Clute Wealth Management manages more than $145 million in assets through LPL Financial. LPL Financial is an independent broker-dealer, and does not sell or market proprietary products or securities.