Nola Kulig (CFA®, CFP®)

Nola Kulig focuses in the
following client markets or areas of practice:

  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules

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. However, having come from a family of modest means, her life goal is to share her financial insight with individual investors (not just the wealthy) to help them achieve financial security.
 
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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This Office

734 Longmeadow St Ste 300 Longmeadow, MA 01106-2245 Phone: (413) 565-2839

Other Offices

1107 Hylton Heights Rd. Manhattan, KS 66502-2821 Phone: (910) 333-6659