Jennifer Wolfsberg

Jennifer Wolfsberg Email and Phone Number

Managing Principal @ Centerpoint Advisors, LLC.
Boston, MA, US
Jennifer Wolfsberg's Location
Greater Boston, United States
Jennifer Wolfsberg's Contact Details

Jennifer Wolfsberg work email

Jennifer Wolfsberg personal email

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About Jennifer Wolfsberg

"I am a wealth manager helping high net worth families, individuals, and businesses achieve financial clarity and comfort. The workflow of personal financial and investment planning can be a complex and overwhelming process where a family needs a comprehensive team approach that serves to provide an independent perspective. A team that who will work within a family's circle of professionals to customize solutions that translate to the family's own personal vision." --Bio: Jennifer’s solid background in client management, qualified plans, complex securities transactions, and financial planning provide the background and foundation that allows her to assist high net worth families and individuals navigate complex wealth management planning and decisions. Jennifer is also a CDFA, Certified Divorce Financial Analyst and provides consulting services to individuals, couples or attorneys to assist with asset division decisions. Her skills also include portfolio management, family financial advisory management and supporting individuals and families through complex decisions and communications. Jennifer is also the firm's acting Chief Compliance Officer (CCO).After graduating from Stonehill College with a B.S. in business administration, Jennifer began her career in financial services with Harold C. Brown, one of Buffalo’s largest independent investment advisors. In 2005, Jennifer formed Centerpoint Advisors, LLC with long time business associate Richard Greene.Specialties: Jennifer is an Investment Advisor Representative through Centerpoint Advisors, LLC, and a FINRA licensed (Series 7, 63, 65 & 24) registered representative of Palladium Capital Group, LLC an SEC registered broker-dealer and licensed to provide life, accident and health insurance in Massachusetts. Jennifer is also a Certified Divorce Financial Analyst ("CDFA"). Centerpoint Advisors, LLC is a corporate member of XPX New England, Exit Planning Exchange. Jennifer is a member of The Institute for Divorce Financial Analysts. In 2013 Jennifer earned a certificate degree from Harvard Business School through their Executive Education Program, and frequently appeared as a guest on Fox 25 Morning News speaking on a variety of finance related topics.

Jennifer Wolfsberg's Current Company Details
Centerpoint Advisors, LLC.

Centerpoint Advisors, Llc.

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Managing Principal
Boston, MA, US
Jennifer Wolfsberg Work Experience Details
  • Centerpoint Advisors, Llc.
    Managing Principal
    Centerpoint Advisors, Llc.
    Boston, Ma, Us
  • Centerpoint Advisors, Llc.
    Managing Principal
    Centerpoint Advisors, Llc. 2005 - Present
    Needham, Ma
    Centerpoint Advisors provides a range of investment and wealth management services to individuals, small businesses, non-profit institutions, and money management firms. Our primary focus is on wealth accumulation, asset allocation, and retirement planning. And our strong commitment to individual service is at the very heart of what we do.Principals Jennifer Wolfsberg, and John Wolfsberg have combined experience of more than 40 years in nearly every aspect of the investment field. Along with their experience, they bring a solid team approach to Centerpoint Advisors.We would be happy to meet with you to discuss your specific investment needs.

Jennifer Wolfsberg Skills

Portfolio Management Investment Strategies Stock Market Analysis Investments Client Development Team Management Team Leadership Certified Divorce Financial Analyst Investment Advisory Wealth Transfer Retirement Planning Wealth Management Financial Planning Equity Trading Multi Generational Wealth Transfer

Frequently Asked Questions about Jennifer Wolfsberg

What company does Jennifer Wolfsberg work for?

Jennifer Wolfsberg works for Centerpoint Advisors, Llc.

What is Jennifer Wolfsberg's role at the current company?

Jennifer Wolfsberg's current role is Managing Principal.

What is Jennifer Wolfsberg's email address?

Jennifer Wolfsberg's email address is jw****@****ors.net

What is Jennifer Wolfsberg's direct phone number?

Jennifer Wolfsberg's direct phone number is +161721*****

What skills is Jennifer Wolfsberg known for?

Jennifer Wolfsberg has skills like Portfolio Management, Investment Strategies, Stock Market Analysis, Investments, Client Development, Team Management, Team Leadership, Certified Divorce Financial Analyst, Investment Advisory, Wealth Transfer, Retirement Planning, Wealth Management.

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