Eric E. Wolfe, CFP®, ChFC®, CLU®

Senior Financial Advisor

How will you be brilliant? I can help.

I'm not only in the business of helping you pursue your wealth. I'm also in the business of helping you grow your financial confidence in the future. I'll help you balance pursuing your dreams for tomorrow with what you want today. We'll begin with a straightforward conversation about your financial goals.

I'm here to help you live the life you've earned. When you have the right advisor, life can be brilliant.


Areas of Focus

  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Employee Stock Options
  • Estate Planning Strategies
  • Charitable Giving


  • ChFC®  Chartered Financial Consultant
  • CLU®  Chartered Life Underwriter

View Definitions



  • Bachelor of Arts, Bowling Green State University

Professional Associations

Awards & Recognition

  • Ameriprise Circle of Success, 2003-2013
  • FIVE STAR Wealth Manager1, 2012-2014


  • Spending time with my family
  • Disc golf
  • Reading
  • Domestic and international travel


Community Involvement

– Present - Board Member - Agape Resource & Assistance Center - Plano, Texas

- Board Member - Minnie's Food Pantry

McKinney Soccer Association, youth soccer

Allen Sports Association, youth baseball


Military Service

First Lieutenant, Transportation Corps

 - U.S. Army Reserve - Dallas/Fort Worth Area

Cadet, Engineer Corps

- U.S. Army, Reserve Officer Training Corps - Toledo, Ohio Area


Fax (972) 372-2960
Mobile Phone (214) 334-6261