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@financialplaninc.com
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Devin Wolf, Cfp® is listed as Chief Investment Officer at Financial Plan, Inc., a with 12 employees, based in Bellingham, Washington, United States. AeroLeads shows a work email signal at financialplaninc.com and a matched LinkedIn profile for Devin Wolf, Cfp®.
Devin Wolf, Cfp® previously worked as CEO at St. Paul Property Llc and Client / Project Manager at Parametrix. Devin Wolf, Cfp® holds Bachelor Of Arts (B.A.), Civil Engineering, Business from Carroll College.
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AeroLeads found 1 current-domain work email signal for Devin Wolf, Cfp®. Compare company email patterns before reaching out.
I am an ex-engineer who changed careers to be a financial planner. I have always loved finance and figuring out the most efficient way to accomplish goals, so I turned my passion into my day job. I help my clients build, protect, and transfer wealth. As a Fee-Only advisor (no commissions) I strive to eliminate conflicts of interest and operate as a fiduciary to my clients. This gives them the comfort of knowing that my advice will always be in their best interest - not because I will be receiving a big fat sales commission. My philosophy is centered around financial education and focusing on the elements of finance that are within our control.Specialties: Financial Planning, Wealth Management, Asset Management, Asset Allocation, Estate Planning, Tax Planning, Corporate Retirement Plans (401k).
Listed skills include Wealth Management, Strategic Financial Planning, 401K, Asset Management, and 23 others.
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Bellingham, Washington Area
In addition to serving as the CIO, Devin delivers comprehensive financial solutions to high net worth clientele. As a fee-only advisor, he provides objective advice tailored to efficiently accomplish each clients' unique goals.
Bellingham, Washington Area
Real estate investment company
Wa
As an engineer / client manager Devin was responsible for helping clients identify their greatest needs, developing a plan for meeting those needs, determining how to fund the projects, and delivering the projects.Devin served as a fiduciary of the $35 million 401(k) plan and was responsible for making sure the plan complied with ERISA requirements, investment selection, plan improvements, fee evaluation, and participant education.
Bristol Bay, Ak
Worked as a deckhand on 32' fishing boat in Egegik, AK.
Other employees you can reach at financialplaninc.com. View company contacts for 12 employees →
Dillon Quintana
Colleague at Financial Plan, Inc.Bellingham, Washington, United States
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Gabriel Twining
Colleague at Financial Plan, Inc.Bellingham, Washington, United States
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James B Twining, Cfp®
Colleague at Financial Plan, Inc.Bellingham, Washington, United States
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Andrew Zender, Cfp®
Colleague at Financial Plan, Inc.Bellingham, Washington, United States
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JG
Justin Gross, Cfp®
Colleague at Financial Plan, Inc.Bellingham, Washington, United States
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JT
Jeanne Twining
Colleague at Financial Plan, Inc.Bellingham, Washington, United States
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Kelsey Martin, Cfp®
Colleague at Financial Plan, Inc.Bellingham, Washington, United States
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Nathan Twining, Cfp®
Colleague at Financial Plan, Inc.Bellingham, Washington, United States
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Activities and Societies: Fighting Saints Football Team (National Champions 2002, 2003, and 2004), Engineers Without Borders
Quick answers generated from the profile data available on this page.
Devin Wolf, Cfp® works for Financial Plan, Inc..
Devin Wolf, Cfp® is listed as Chief Investment Officer at Financial Plan, Inc..
AeroLeads has found 1 work email signal at @financialplaninc.com for Devin Wolf, Cfp® at Financial Plan, Inc..
Devin Wolf, Cfp® is based in Bellingham, Washington, United States while working with Financial Plan, Inc..
Devin Wolf, Cfp® has worked for Financial Plan, Inc., St. Paul Property Llc, Parametrix, and Alaska General Seafoods.
Devin Wolf, Cfp®'s colleagues at Financial Plan, Inc. include Dillon Quintana, Gabriel Twining, James B Twining, Cfp®, Andrew Zender, Cfp®, and Justin Gross, Cfp®.
You can use AeroLeads to view verified contact signals for Devin Wolf, Cfp® at Financial Plan, Inc., including work email, phone, and LinkedIn data when available.
Devin Wolf, Cfp® holds Bachelor Of Arts (B.A.), Civil Engineering, Business from Carroll College.
Devin Wolf, Cfp® is listed with skills including Wealth Management, Strategic Financial Planning, 401K, Asset Management, Estate Planning, Investments, Management, and Financial Planning.
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