Jim Boulay

Compliance Officer chez Lutz Financial Services LLC

Profil

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.

Postes actifs de Jim Boulay

Sociétés	Poste	Début
Lutz Financial Services LLC	Compliance Officer	01/01/2001

Formation de Jim Boulay

University of St. Thomas

Undergraduate Degree