About Nola Kulig, CFA, CFP®
Nola Kulig, CFA, CFP® brings a wealth of investment and consulting experience to her clients at Kulig Financial Advisors. Nola has worked with a wide variety of clients, ranging from large pension funds to high net worth individuals and family wealth offices. However, her life goal is to share her financial insight to help individuals achieve financial security. To do so, she provides financial advice on a fee-only basis.
A Partner with Proven Expertise
Prior to starting her advisory practice, Nola managed Kulig Consulting LLC, a consulting firm to high net worth individuals and family wealth offices. Her previous experience includes Blue Heron Consulting, LLC, a boutique management consulting firm to investment management organizations; Blue Heron consulted on roughly $1 trillion in assets held by a global clientele. 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. Her most recent responsibilities there included managing $3 billion of assets. Nola also served as a senior investment strategist, a member of Russell’s Index Policy Committee and a consultant to Fortune 500 pension funds. Nola is a member of the CFA Institute and the National Association of Personal Financial Advisors.
Rigorous Training and Education
Nola is part of an elite group of advisors who have completed both the Chartered Financial Analyst and Certified Financial Planner examinations. Among the credentials that financial professionals may hold, none are more highly regarded than or as rigorously focused on investment knowledge as the Chartered Financial Analyst’ designation, which The Economist has called the ‘gold standard’ of the investment industry. For more on the benefits of working with a professional with the CFA charter, please visit www.cfainstitute.org. Likewise, the Certified Financial Planner educational and testing process is valued and cited as ‘highly rigorous’ by the Wall Street Journal. For more on the Certified Financial Planner Board of Standards, please visit www.cfp.net. Nola has a B.A. in economics from Whitman College in Walla Walla, WA where she graduated cum laude and Phi Beta Kappa.