Chris Claussen
Chris joined Boulay Financial Advisors, LLC in 2021 and has been a Wealth Advisor since 2024. 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 clients with a wide range of financial planning services, including retirement planning, income tax planning, and investment management. He utilizes software to build and illustrate financial strategies, helping clients understand their financial situation and the steps needed to improve their financial health. He believes that the knowledge and tools that Boulay has to offer clients can truly “Help Them Get There.”
INVOLVEMENT
- MNCPA Scholars Program – Mentor
- Scheel Fund (student-led ESG-focused investment fund)—Co-Portfolio Manager
- Concordia College Cobber Football Team—Alumni
EDUCATION
- Concordia College — B.A. Accounting and Finance, Summa Cum Laude
- CERTIFIED FINANCIAL PLANNER™ Professional
- Certified Public Accountant (CPA)
- Series 65 Registered
HONORS
- MIAC Academic All-Conference (2018-2020)
- CoSIDA Academic All-District Football Team (2020-2021)
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.