boulaygroup.com

Christina Ulsby

Christina Ulsby

Christina Ulsby

Christina joined Boulay Financial Advisors, LLC in 2018 seeking to make a lasting impact by helping people gain financial security. She believes that the state of one’s finances has an impact on one’s overall health, feeding her passion to educate around the subject of finances. Christina assists with several areas of financial planning, including retirement planning, accumulation planning, debt management, reviewing qualified retirement plan documents, and income tax planning. Christina utilizes software to build and illustrate financial planning strategies to help clients better understand their situation and the steps they need to take to improve their financial health.

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Personal Interests

    • Playing and coaching soccer
    • Baking beautiful, tasty desserts
    • Creating pottery
    • Playing tennis with her husband

Involvement

    • Financial Planning Association — Member

Education

    • University of Minnesota, Morris — B.A. Financial and Organizational Management Economics
    • Series 65 Registered
    • CERTIFIED FINANCIAL PLANNER™ Professional

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.