JIM BOULAY, CPA/PFS, CFP®, CAP® + INVESTMENT ADVISER, MANAGING MEMBER
Jim Boulay founded Lutz Financial in 2001 and has over 29 years of experience in financial consulting and accounting. His responsibilities include both comprehensive financial planning and investment advisory services.
AREAS OF FOCUS
- Financial Planning
- Investment Advisory Services
- Business Owners & Families in Transition
AFFILIATIONS AND CREDENTIALS
- American Institute of Certified Public Accountants, Member
- Financial Planning Association, 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, Treasurer
- Christ Child Society, Past President
- Omaha Estate Planning Council, Member
thought leadership
Woo | Activator | Communication | Belief | Responsibility
CONTACT JIM BOULAY
