- Bachelor of Arts, Bowling Green State University
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
Qualifications
- CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
- ChFC® Chartered Financial Consultant
- CLU® Chartered Life Underwriter
Education
Professional Associations
Awards & Recognition
- Ameriprise Circle of Success, 2003-2013
- FIVE STAR Wealth Manager1, 2012-2014
Interests
- 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
– - U.S. Army Reserve - Dallas/Fort Worth Area
Cadet, Engineer Corps
– - U.S. Army, Reserve Officer Training Corps - Toledo, Ohio Area