Jim Boulay

Compliance Officer at

Lutz Financial Services LLC

Consumer Services

Finance

Profile

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.

Jim Boulay active positions

Companies	Position	Start
Lutz Financial Services LLC Lutz Financial Services LLC Investment ManagersFinance Lutz Financial creates investment solutions to fit their client’s unique characteristics and needs. The firm’s approach is disciplined by design and seeks to maximize diversification and tax efficiency while minimizing costs. They build portfolios using traditional mutual funds and exchange-traded funds. Ongoing research and analysis are conducted to ensure they balance the tradeoff between risk and return.	Compliance Officer	01/01/2001

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Private companies	2
University of St. Thomas University of St. Thomas Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Lutz Financial Services LLC Lutz Financial Services LLC Investment ManagersFinance Lutz Financial creates investment solutions to fit their client’s unique characteristics and needs. The firm’s approach is disciplined by design and seeks to maximize diversification and tax efficiency while minimizing costs. They build portfolios using traditional mutual funds and exchange-traded funds. Ongoing research and analysis are conducted to ensure they balance the tradeoff between risk and return.	Finance

Private companies