Erik S. Wolfers,  CFP<sup>&reg;</sup> - Financial Advisor

Erik S. Wolfers, CFP®

MBA,

Principal

Wolfers Asset Management

235 Wildwood Ave
Piedmont, CA 94610
FINANCIAL ADVISOR'S WEBSITE
(510) 601-1935 CONNECT WITH Erik
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General

Erik Wolfers is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wolfers Asset Management in Piedmont, CA and the surrounding communities.

Financial Advisor Overview

I do comprehensive financial planning and wealth management. Many of my clients want to know where they stand or are may be a bit panicked as to whether they'll ever achieve financial freedom. My retired clients really appreciate the trust they can put in me.

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Financial Advisor Experience

Doing what works and makes sense for clients since 2001.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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