Bernard R. Wolfe,  CFP<sup>&reg;</sup> - Financial Advisor

Bernard R. Wolfe, CFP®

President

Bernard R. Wolfe & Associates

5550 Friendship Blvd, Ste 570
Chevy Chase, MD 20815-7201
(301) 652-9677

General

Bernard Wolfe is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bernard R. Wolfe & Associates in Chevy Chase, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Insurance Licenses

  • Life insurance: VA,DC
  • Health/disability insurance: VA,DC
  • Fixed annuities: VA,DC
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources