Christy Latraille (CFP®, CPA)

Christy Latraille focuses in the
following client markets or areas of practice:
- Business Owners
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Business Owners
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Christy was born and raised in a farming community in northeastern North Dakota. She graduated from North Dakota State University with a Bachelors in Accountancy. She currently practices as a CPA part-time at an accounting firm where she does payroll, bookkeeping, and tax returns. With a passion for personal finance, she started Crystal Clear Financial to provide straightforward financial plans and investment management.
Additional Information
In her spare time, Christy enjoys spending time with her husband, Jason, and their two boys, Hudson and Landon. Together, they like to travel and go camping with friends and family.
NAPFA Start Date
July 05, 2017