James P. Boulay, CFP®,CPA/PFS
Investment Advisor, Managing Member
Jim founded Lutz Financial in 2001. With over 18 years of experience in both the financial consulting and accounting fields, Jim is responsible for both comprehensive financial planning and investment advisory services.
Professional Affiliations and Credentials:
- Certified Public Accountant, 1993
- Certified Financial Planner, 2000
- Personal Financial Specialist, 2002
- American Institute of Certified Public Accountants, Member
- Financial Planning Association, Member
Community Service:
- Christ Child Society, Board Member
- St. Margaret Mary, Parish Council
Educational Background:
- BSBA in Accounting, College of St. Thomas, St. Paul, MN
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