Chris Claussen

Chris joined Boulay Financial Advisors, LLC in 2021 and was promoted to Senior Wealth Advisor in 2026. He works with business owners and families who want to make thoughtful decisions about growing, protecting, and transitioning their wealth. As a CPA, CFP®, and CEPA®, Chris helps clients navigate the intersection of tax planning, investments, retirement, estate planning, and business ownership. He is particularly passionate about helping business owners create financial independence beyond their company, maximize the value they’ve created, and prepare for future transitions. He believes the most effective planning happens when every aspect of a client’s financial life works together toward a common goal. By combining technical expertise with practical guidance, Chris simplifies complex decisions and gives clients the clarity and confidence to focus on what matters most.

INVOLVEMENT

• Financial Planning Association of Minnesota — Member
• MNCPA Scholars Program — Mentor Alumni
• 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 Exit Planning Advisor (CEPA®)
• CERTIFIED FINANCIAL PLANNER™ Professional
• Certified Public Accountant (CPA)
• Series 65 Registered

PERSONAL INTERESTS

• Golfing and running
• Traveling and trying new places to eat
• Watching sports
• Spending time 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.