Gary Woolman, Cepa®, Cfbs ®

Gary Woolman, Cepa®, Cfbs ® Email and Phone Number

Retirement Income Specialist @ Woolman Financial Group, LLC
fort wayne, indiana, united states
Gary Woolman, Cepa®, Cfbs ®'s Location
Greater Fort Wayne, United States
Gary Woolman, Cepa®, Cfbs ®'s Contact Details

Gary Woolman, Cepa®, Cfbs ® work email

Gary Woolman, Cepa®, Cfbs ® personal email

n/a
About Gary Woolman, Cepa®, Cfbs ®

I help others put the puzzle of their life together. For 40+ years, I have helped countless people navigate through financial obstacles. I lean on my ability to listen and become a soundboard for all the concerns my clients may have and recommending the best solution to help them overcome difficulties. I strongly believe in the value of tailoring a unique strategy to fit the diverse needs and objectives to help others succeed. So if you’re looking for a steady hand, know that I’ll be working alongside you every step of the way. I specialize in providing the following services, but not limited to:• Asset Protection• Retirement Income Planning• Wealth Management• Family Business Planning If I can be of help to you, or you would like to know more about the services that I offer, feel free to reach out to me at: *260.424.1125*gary.woolman@woolman.com *www.woolman.comGary Woolman is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC http://www.sipc.org/ 900 East 96th Street., Suite 300, Indianapolis, IN 46240. Phone (317) 469-9999. Woolman Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

Gary Woolman, Cepa®, Cfbs ®'s Current Company Details
Woolman Financial Group, LLC

Woolman Financial Group, Llc

View
Retirement Income Specialist
fort wayne, indiana, united states
Website:
woolman.com
Employees:
7
Gary Woolman, Cepa®, Cfbs ® Work Experience Details
  • Woolman Financial Group, Llc
    President And Founder
    Woolman Financial Group, Llc Nov 1978 - Present
    10445 Illinois Road, Fort Wayne, In 46814
  • Woolman Financial Group, Llc
    Family Business Specialist
    Woolman Financial Group, Llc Jun 2016 - Present
    10455 Illinois Road, Fort Wayne, In 46814
  • Mdrt
    Life And Qualifying Member
    Mdrt Jan 1982 - Present
  • Massmutual
    Registered Representative
    Massmutual Apr 2014 - Present
    10445 Illinois Road, Fort Wayne, In 46814
  • Naifa-Indiana
    Member And Past President Of The Board Of Directors
    Naifa-Indiana Nov 1978 - Nov 2018
    Led the association in increasing membership, advocacy for our clients and industry, spoke at many local associations and team building.
  • Naifa-Indiana
    President
    Naifa-Indiana Jan 2000 - Dec 2004
    Board of Directors
  • Give
    Licensee
    Give Sep 2012 - 2014
    Mission of the GIVE Alliance is to redirect ONE BILLION Dollars to Charity
  • Woolman Financial Group, Llc
    Retirement Income Specialist
    Woolman Financial Group, Llc Jul 2004 - Dec 2013
    Fort Wayne, Indiana Area
    Woolman Financial Group is independently owned and operated.

Gary Woolman, Cepa®, Cfbs ® Skills

Leap Retirement Income Strategies Business Strategy Entrepreneurship Wealth Accumulation Family Business Life Insurance Disability Insurance Long Term Care Insurance Financial Services Customer Acquisition Customer Retention Qualified Retirement Plans Business Planning Business Analysis Term Life Insurance Whole Life Insurance Wealth Management Wealth Preservation Planning Public Speaking Leadership Strategic Planning Customer Service Benefits Administration Compensation And Benefits Benefits Design 401 Retirement Savings Plans Retirement Planning Executive Benefit Strategies Income Protection Retirement Plan Consulting Successful Business Owner Financial Advisory Business Development Marketing Leadership Development Mdrt

Gary Woolman, Cepa®, Cfbs ® Education Details

Frequently Asked Questions about Gary Woolman, Cepa®, Cfbs ®

What company does Gary Woolman, Cepa®, Cfbs ® work for?

Gary Woolman, Cepa®, Cfbs ® works for Woolman Financial Group, Llc

What is Gary Woolman, Cepa®, Cfbs ®'s role at the current company?

Gary Woolman, Cepa®, Cfbs ®'s current role is Retirement Income Specialist.

What is Gary Woolman, Cepa®, Cfbs ®'s email address?

Gary Woolman, Cepa®, Cfbs ®'s email address is ce****@****man.com

What schools did Gary Woolman, Cepa®, Cfbs ® attend?

Gary Woolman, Cepa®, Cfbs ® attended Grace College & Seminary, The American College Of Financial Services.

What skills is Gary Woolman, Cepa®, Cfbs ® known for?

Gary Woolman, Cepa®, Cfbs ® has skills like Leap, Retirement Income Strategies, Business Strategy, Entrepreneurship, Wealth Accumulation, Family Business, Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Services, Customer Acquisition, Customer Retention.

Who are Gary Woolman, Cepa®, Cfbs ®'s colleagues?

Gary Woolman, Cepa®, Cfbs ®'s colleagues are Jeanne Meyers, Becky Woolman, Brian Woolman, Cfbs, Cepa, Roger Haun.

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