JIM BOULAY, CPA/PFS, CFP®, CAP® + INVESTMENT ADVISER, MANAGING MEMBER
Jim Boulay is an Investment Advisor and Managing Member at Lutz Financial. With 30+ years of experience, Jim specializes in financial planning and investment advisory services for high-net-worth individuals, families, and business owners. He lives in Omaha, NE, with his wife Regina, and four sons.
AREAS OF FOCUS
- Comprehensive Financial Planning
- Business Owners & Families in Transition
- Family Office Services
AFFILIATIONS AND CREDENTIALS
- American Institute of Certified Public Accountants, Member
- Financial Planning Association, Member
- National Association of Personal Financial Advisors, Member
- Omaha Estate Planning Council, Member
- Certified Public Accountant
- Personal Financial Specialist
- CERTIFIED FINANCIAL PLANNER™
- Chartered Advisor in Philanthropy
EDUCATIONAL BACKGROUND
- BSBA in Accounting, University of St. Thomas, St. Paul, MN
COMMUNITY SERVICE
- Catholic Charities Endowment, Committee Chair
- Crohn's & Colitis Foundation, Chapter President
- Christ Child Society, Past President
thought leadership
Woo | Activator | Communication | Belief | Responsibility
CONTACT JIM BOULAY
