Christy Latraille
CPA, CFP®
Crystal Clear Wealth Management LLC
Financial Advisor
Christy Latraille
CPA, CFP®
Crystal Clear Wealth Management LLC
Financial Advisor
Crystal Clear Wealth Management specializes in helping individuals and couples 55 & up. We combine financial planning, investment management and tax savings strategies to provide the best crystal clear financial plan for you. - Christy Latraille, CPA, CFP®
Fee-Only financial planner located in Grafton, ND, serving clients in eastern ND, western MN and virtually across the country.
Meet Christy Latraille
Christy Latraille 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.
Outside of work, she can be found spending time at the archery range with her husband Jason or at the campground with their two boys, Hudson and Landon and two dogs, Ava and Poppy. She also enjoys fostering dogs through local organizations and volunteering with the local food pantry.
Christy Latraille is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Christy Latraille is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Christy Latraille
Office Locations:
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631 E 5th St
Grafton, ND 58237
