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 her clients on smart money strategies. Christina works primarily with clients in retirement. She specializes in helping clients through the retirement transition, navigating health insurance prior to Medicare, evaluating social security claiming strategies, and minimizing lifetime taxes during the distribution phase through strategic tax planning. Additionally, she works closely with clients to integrate their values into their overall financial plan, incorporating strategies to achieve goals like charitable and family giving.
Outside of Christina’s work with clients at Boulay Financial Advisors, LLC, she leads the financial planning team and works to streamline financial planning processes across the firm.
INVOLVEMENT
- Financial Planning Association
- Financial Peace University Coordinator at Hosanna Church
EDUCATION
- University of Minnesota, Morris — B.A. Financial and Organizational Management Economics
- Series 65 Registered
- CERTIFIED FINANCIAL PLANNER™ Professional
PERSONAL INTERESTS
- Learning and reading about leadership and practice management
- Baking beautiful sourdough loaves
- Playing pickleball and golf with her husband
- Minnesota Vikings Football
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.