Christy Latraille, CFP®, CPA Crystal Clear Wealth Management

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About Christy Latraille, CFP®, CPA

Christy is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER ™ and founder of Crystal Clear Wealth Management, a fee-only Registered Investment Advisor (RIA) firm.

Christy’s passion for financial planning, investment management and individual taxation will give you the confidence you deserve. Schedule your complimentary introduction meeting to find out if we are a good fit.

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Ideal Clients

  • Baby Boomers
  • Estate Planning
  • Pro Bono
  • Retirement Planning

Ways Advisor Charges

  • Flat Fee
  • Assets Under Management

Fee Options

  • Flat Fee: $1,000+/engagement
  • AUM: 0.50%

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