Nola Kulig (CFA, CFP®)
Nola Kulig focuses in the
following client markets or areas of practice:
- AUM
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- AUM
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
Planning Specialties
Kulig Financial Advisors pairs a fee-only service model with expertise that has worked for large investors. As a fee-only planner, Nola does not accept third-party compensation in any form, allowing her to offer truly independent, objective advice and complete transparency in the cost of services.Nola has worked with a wide variety of clients in her career, ranging from large pension funds to high net worth clients and family wealth offices.
Rigorous training and experience. Objective advice. Proven ability. Learn more by visiting www.kuligfinancial.com. There is no cost or obligation for the intial consultation.
Additional Information
Prior to beginning her advisory practice in 2012, Nola managed Kulig Consulting, LLC, a consulting firm to high net worth individuals and family wealth offices. Her previous experience includes being a senior consultant at Blue Heron Consulting, a boutique management consulting firm to investment management organizations, consulting on roughly $1 trillion in assets.
Before joining Blue Heron in 2000, she was part of the senior management of Russell Investment Group, then the country's leading pension consulting firm and manager of over $100 billion in investments. Nola served most recently at Russell as portfolio manager with direct responsibility for $3 billion of assets. Nola was also a senior investment strategist, a member of Russell's Index Policy Committee and a consultant to Fortune 500 pension funds.
Nola has a B.A. in economics from Whitman College in Walla Walla, WA, where she graduated cum laude and Phi Beta Kappa. She completed her Chartered Financial Analyst designation after moving to the investment industry, completing three years of graduate-level examinations in investments; she has since been recognized by the CFA Institute for her work in continuing eduation and has done volunteer work for their educational program. Most recently, Nola passed the rigorous two-day Certified Financial Planner examination in 2011.
NAPFA Start Date
March 08, 2012
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