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Jim Boulay, CPA/PFS, CFP®, CAP®

Investment Advisor, Managing Member
Jim Boulay is an Investment Advisor and Managing Member at Lutz Financial. He began his career in 1989. 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.
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Areas of Focus
  • Comprehensive Financial Planning
  • Business Owners & Families in Transition
  • Family Office Services
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Affiliations & Credentials
  • American Institute of Certified Public Accountants, Member
  • Financial Planning Association, Member
  • Omaha Estate Planning Council, Member
  • Certified Public Accountant
  • Personal Financial Specialist
  • Chartered Advisor in Philanthropy®
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Community Service
  • Catholic Charities, Board Member
  • St. Margaret Mary, Trustee
  • Crohn's & Colitis Foundation, Board Member
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Educational Background
  • BSBA in Accounting, University of St. Thomas, St. Paul, MN

Jim Boulay, CPA/PFS, CFP®, CAP®