David Wolfe has been a well-respected financial advisor in the Minneapolis-St. Paul area for over 20 years. He specializes in working with individuals who are at different stages of retirement planning. David is able to assist those who are approaching retirement age or are already retired, as well as investors who are just starting to plan their retirement needs.
Believing that each individual’s situation is unique, David listens carefully to understand their objectives before implementing strategies to help achieve those goals safely and efficiently.
David graduated with a B.A. degree from the University of Wisconsin-Madison. He is a member of the National Tax Shelter Accounts Association. From 2007 to 2010, David has been named “FIVE STAR: Best in Client Satisfaction Wealth Manager”, published by Twin Cities Business and Mpls St. Paul magazines.
Born and raised in the Minneapolis area, David has served the community by participating on many committees and boards. Currently, he is an active board member for a local community center and chairs its annual charity golf tournament.
David lives in the Minneapolis area with his wife, Lisa and their two daughters.
and advisory representative of Advanced Advisor Group, LLC,
440 Emerson Street N., Suite 4, Cambridge, MN 55008.
Advisory services may be offered through Educators Financial Services,
a Registered Investment Advisor and affiliated company.