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Chris Claussen

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Chris Claussen

Chris Claussen

CFP®, CPA

Wealth Management Advisor

Chris joined Boulay Financial Advisors, LLC in 2021 and has been a Wealth Management Advisor since 2023. His drive to impact and better the lives of people has led him to a career in wealth management. He relishes in the strategy and planning that the industry is based upon, which can lead to confident relationships and peace of mind for clients. Chris assists the wealth management team in several areas that include tax planning, accumulation plans, and investment management. He believes that the knowledge and tools that Boulay has to offer clients can truly “Help Them Get There.”

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Involvement

    • Scheel Fund (student-led ESG-focused investment fund)—Co-Portfolio Manager
    • Concordia College Cobber Football Team—Alumni

Honors

  • MIAC Academic All-Conference (2018-2020)

Education

    • Concordia College — B.A. Accounting and Finance, Summa Cum Laude
    • CERTIFIED FINANCIAL PLANNER™ Professional
    • Certified Public Accountant (CPA)

Personal Interests

    • Spending time outdoors fly fishing, hiking, golfing, and wakesurfing
    • Reading investment and self-development books
    • Playing and watching sports
    • Going out to eat with friends and family

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.