Christina Ulsby, CFP®
Login to view DISC.Senior Financial Planning Manager at Boulay
📍 Greater Minneapolis-St. Paul Area, United States
Christina Ulsby is a Senior Financial Planning Manager at Boulay, where she leverages her expertise as a Certified Financial Planner (CFP®) to guide clients. She specializes in retirement, accumulation, distribution, and income tax planning, and holds a Bachelors degree in Statistics and Economics from the University of Minnesota Morris.
Read the full overview →Experience
10 Years
Current Role
Senior Financial Planning Manager
Job Level
Middle
Location
Greater Minneapolis-St. Paul Area, United States
Personality Overview
How Christina shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Priorities
Topics Christina cares about
Financial Education
Has a stated passion for educating others on the subject of finances to help them improve their financial health and security.
Retirement Planning
Specializes in creating and illustrating comprehensive retirement and distribution strategies for her clients at Boulay.
Career
Work history
1-2025
Senior Financial Planning Manager
Boulay
10-2022 - 1-2025
Financial Planning Manager
Boulay
5-2018 - 2-2023
Wealth Management Advisor
Boulay
8-2017 - 10-2021
Assistant Girls' Varsity Soccer Coach
Minneapolis South High School
10-2016 - 5-2018
Project Implementation Specialist: Pottery Production
Dock 6 Pottery
In the press
Media appearances
No media yetWe could not find public media appearances for this person.
Education
2011 - 2015
Bachelor's degree
University of Minnesota Morris
2007 - 2011
Education details unavailable
Menomonie High School
Social presence
Behavioral profile
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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