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

Retirement Income Specialist at Woolman Financial Group, LLC
Location: Greater Fort Wayne, United States 8 work roles 2 schools
1 work email found @woolman.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@woolman.com
LinkedIn Profile matched
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Current company
Woolman Financial Group, LLC
Role
Retirement Income Specialist
Location
Greater Fort Wayne, United States
Company size
7 employees

Who is Gary Woolman, Cepa®, Cfbs ®? Overview

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Quick answer

Gary Woolman, Cepa®, Cfbs ® is listed as Retirement Income Specialist at Woolman Financial Group, LLC, a with 7 employees, based in Greater Fort Wayne, United States. AeroLeads shows a work email signal at woolman.com and a matched LinkedIn profile for Gary Woolman, Cepa®, Cfbs ®.

Gary Woolman, Cepa®, Cfbs ® previously worked as President and Founder at Woolman Financial Group, Llc and Family Business Specialist at Woolman Financial Group, Llc. Gary Woolman, Cepa®, Cfbs ® holds Bachelor Of Science (B.S.), Business Administration And Management, General from Grace College & Seminary.

Company email context

Email format at Woolman Financial Group, LLC

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*@woolman.com
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AeroLeads found 1 current-domain work email signal for Gary Woolman, Cepa®, Cfbs ®. Compare company email patterns before reaching out.

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Profile bio

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.

Listed skills include Leap, Retirement Income Strategies, Business Strategy, Entrepreneurship, and 33 others.

Current workplace

Gary Woolman, Cepa®, Cfbs ®'s current company

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Woolman Financial Group, LLC
Woolman Financial Group, Llc
Retirement Income Specialist
fort wayne, indiana, united states
Website
woolman.com
Employees
7
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Company profile
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8 roles

Gary Woolman, Cepa®, Cfbs ® work experience

A career timeline built from the work history available for this profile.

Life And Qualifying Member

Current
Mdrt
Jan 1982 - Present

Registered Representative

Current
Massmutual

10445 Illinois Road, Fort Wayne, In 46814

Apr 2014 - Present

Member And Past President Of The Board Of Directors

Naifa-Indiana

Led the association in increasing membership, advocacy for our clients and industry, spoke at many local associations and team building.

Nov 1978 - Nov 2018

Licensee

Give

Mission of the GIVE Alliance is to redirect ONE BILLION Dollars to Charity

Sep 2012 - 2014

Retirement Income Specialist

Woolman Financial Group, Llc

Fort Wayne, Indiana Area

Woolman Financial Group is independently owned and operated.

Jul 2004 - Dec 2013
Team & coworkers

Colleagues at Woolman Financial Group, LLC

Other employees you can reach at woolman.com. View company contacts for 7 employees →

JM Jeanne Meyers Jeanne Meyers Colleague at Woolman Financial Group, LlcFort Wayne, Indiana, United States View → BW Becky Woolman Becky Woolman Colleague at Woolman Financial Group, LlcFort Wayne, Indiana, United States View → BW Brian Woolman, Cfbs, Cepa Brian Woolman, Cfbs, Cepa Colleague at Woolman Financial Group, LlcFort Wayne, Indiana, United States View → RH Roger Haun Roger Haun Colleague at Woolman Financial Group, LlcWarsaw, Indiana, United States View →
2 education records

Gary Woolman, Cepa®, Cfbs ® education

Bachelor Of Science (B.S.), Business Administration And Management, General

Grace College & Seminary

Activities and Societies: Who's Who Among Students in American Colleges and Universities, Vice President of Student Body, Junior class.

Certified Family Business Specialist, Business Succession, A

The American College Of Financial Services

Understand the emotional issues confronted by owners contemplating a transition of their business. Identify financial issues regarding.

FAQ

Frequently asked questions about Gary Woolman, Cepa®, Cfbs ®

Quick answers generated from the profile data available on this page.

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 Woolman Financial Group, LLC?

Gary Woolman, Cepa®, Cfbs ® is listed as Retirement Income Specialist at Woolman Financial Group, LLC.

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

AeroLeads has found 1 work email signal at @woolman.com for Gary Woolman, Cepa®, Cfbs ® at Woolman Financial Group, LLC.

Where is Gary Woolman, Cepa®, Cfbs ® based?

Gary Woolman, Cepa®, Cfbs ® is based in Greater Fort Wayne, United States while working with Woolman Financial Group, LLC.

What companies has Gary Woolman, Cepa®, Cfbs ® worked for?

Gary Woolman, Cepa®, Cfbs ® has worked for Woolman Financial Group, Llc, Mdrt, Massmutual, Naifa-Indiana, and Give.

Who are Gary Woolman, Cepa®, Cfbs ®'s colleagues at Woolman Financial Group, LLC?

Gary Woolman, Cepa®, Cfbs ®'s colleagues at Woolman Financial Group, LLC include Jeanne Meyers, Becky Woolman, Brian Woolman, Cfbs, Cepa, and Roger Haun.

How can I contact Gary Woolman, Cepa®, Cfbs ®?

You can use AeroLeads to view verified contact signals for Gary Woolman, Cepa®, Cfbs ® at Woolman Financial Group, LLC, including work email, phone, and LinkedIn data when available.

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

Gary Woolman, Cepa®, Cfbs ® holds Bachelor Of Science (B.S.), Business Administration And Management, General from Grace College & Seminary.

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

Gary Woolman, Cepa®, Cfbs ® is listed with skills including Leap, Retirement Income Strategies, Business Strategy, Entrepreneurship, Wealth Accumulation, Family Business, Life Insurance, and Disability Insurance.

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