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Jim Boulay
Compliance Officer bij
Lutz Financial Services LLC
Profiel
Mr. James P.
Boulay, CPA, is an Investment Adviser & Managing Member at Lutz Financial Services LLC.
He has over 31 years of experience, he specializes in financial planning and investment advisory services for high-net-worth individuals, families, and business owners.
Mr. Boulay holds a BSBA in Accounting from the College of Saint Thomas, Saint Paul Minnesota, a Certified Public Accountant in 1993, a Certified Financial Planner, a Chartered Advisor in Philanthropy, a Personal Financial Specialist, a Member of American Institute of Certified Public Accountants, Omaha Estate Planning Council and Financial Planning Association.
Actieve functies van Jim Boulay
| Bedrijven | Functie | Begin |
|---|---|---|
Lutz Financial Services LLC
 Lutz Financial Services LLC Investment ManagersFinance Lutz Financial creates investment solutions to fit their client’s unique characteristics and needs. The firm’s approach is disciplined by design and seeks to maximize diversification and tax efficiency while minimizing costs. They build portfolios using traditional mutual funds and exchange-traded funds. Ongoing research and analysis are conducted to ensure they balance the tradeoff between risk and return. | Compliance Officer | 01-01-2001 |
Opleiding van Jim Boulay
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
1
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lutz Financial Services LLC
Lutz Financial Services LLC Investment ManagersFinance Lutz Financial creates investment solutions to fit their client’s unique characteristics and needs. The firm’s approach is disciplined by design and seeks to maximize diversification and tax efficiency while minimizing costs. They build portfolios using traditional mutual funds and exchange-traded funds. Ongoing research and analysis are conducted to ensure they balance the tradeoff between risk and return. | Finance |
