Brent Wolf
Senior Vice President, Financial Advisor
CFP®
Office Information
About Brent
Brent Wolf brings over three decades of experience in financial planning and investment advisory services and specializes in assisting Fortune 500 employees optimize their benefits. Prior to becoming a financial advisor, Brent worked for 10 years as a licenced marriage and family therapist – experience that he leans on when helping clients with financial planning decisions. Brent enjoys helping his clients prepare for retirement and supporting them during their transition into their retirement years.
Education
- MA, West Virginia University
- BA, Unversity of California-Berkeley
Additional licenses and designations
- California Insurance License #0742042
- Arkansas Insurance License #2524176
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Our advisory teams work best with households that have $500,000 or more in investable assets.
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