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Jim Boulay
Oficial de Cumplimiento en
Lutz Financial Services LLC
.
Perfil
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.
Cargos activos de Jim Boulay
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Oficial de Cumplimiento | 01/01/2001 |
Formación de Jim Boulay.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
5
Relaciones de 1er grado
2
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 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 |
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