Christina Ulsby, CFP®
Energizer · DISC type IChristina 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.
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They are friendly, approachable and love to make new connections. They are always positive and upbeat, so take their promises with a pinch of salt. They are not always early adopters but can be pursuaded by leveraging strong relationships.
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Influence (I)
Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
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