Devin Wolf, Cfp®

Devin Wolf, Cfp® Email and Phone Number

Wealth Manager - Delivering financial planning solutions and asset management. @ Financial Plan, Inc.
bellingham, washington, united states
Devin Wolf, Cfp®'s Location
Bellingham, Washington, United States, United States
Devin Wolf, Cfp®'s Contact Details

Devin Wolf, Cfp® work email

Devin Wolf, Cfp® personal email

n/a
About Devin Wolf, Cfp®

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).

Devin Wolf, Cfp®'s Current Company Details
Financial Plan, Inc.

Financial Plan, Inc.

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Wealth Manager - Delivering financial planning solutions and asset management.
bellingham, washington, united states
Website:
financialplaninc.com
Employees:
12
Devin Wolf, Cfp® Work Experience Details
  • Financial Plan, Inc.
    Chief Investment Officer
    Financial Plan, Inc. Jul 2010 - Present
    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.
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  • St. Paul Property Llc
    Ceo
    St. Paul Property Llc Jan 2010 - Present
    Bellingham, Washington Area
    Real estate investment company
  • Parametrix
    Client / Project Manager
    Parametrix May 2005 - Jun 2010
    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.
    View
  • Alaska General Seafoods
    Commercial Fisherman
    Alaska General Seafoods 1997 - 2002
    Bristol Bay, Ak
    Worked as a deckhand on 32' fishing boat in Egegik, AK.

Devin Wolf, Cfp® Skills

Wealth Management Strategic Financial Planning 401k Asset Management Estate Planning Investments Management Financial Planning Retirement Planning Financial Planners Asset Managment 401 Retirement Savings Plans Finance Financial Services Mutual Funds Project Management Financial Analysis Tax Planning College Savings Plans Insurance Planning Civil Engineering Client Service Real Estate Development Asset Allocation Certified Financial Planner Professional Engineer Project Management Professional

Devin Wolf, Cfp® Education Details

Frequently Asked Questions about Devin Wolf, Cfp®

What company does Devin Wolf, Cfp® work for?

Devin Wolf, Cfp® works for Financial Plan, Inc.

What is Devin Wolf, Cfp®'s role at the current company?

Devin Wolf, Cfp®'s current role is Wealth Manager - Delivering financial planning solutions and asset management..

What is Devin Wolf, Cfp®'s email address?

Devin Wolf, Cfp®'s email address is dw****@****rix.com

What schools did Devin Wolf, Cfp® attend?

Devin Wolf, Cfp® attended Carroll College, Boston University.

What are some of Devin Wolf, Cfp®'s interests?

Devin Wolf, Cfp® has interest in Family, Football, Snowboarding, Racquetball, Golfing, Hiking, Biking, Bbq, Hunting, Travel.

What skills is Devin Wolf, Cfp® known for?

Devin Wolf, Cfp® has skills like Wealth Management, Strategic Financial Planning, 401k, Asset Management, Estate Planning, Investments, Management, Financial Planning, Retirement Planning, Financial Planners, Asset Managment, 401 Retirement Savings Plans.

Who are Devin Wolf, Cfp®'s colleagues?

Devin Wolf, Cfp®'s colleagues are Kelsey Martin, Cfp®, Gabriel Twining, Justin Gross, Cfp®, Nathan Twining, Cfp®, Jeanne Twining, James B Twining, Cfp®, Dillon Quintana.

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