Jean M. Wolfe,  CFP<sup>&reg;</sup> - Financial Advisor

Jean M. Wolfe, CFP®

CIMA®,CPWA®

Vice President

Robert W. Baird

30 E. 7th Street, Suite 2450
St. Paul, MN 55101
FINANCIAL ADVISOR'S WEBSITE
(651) 365-2186

General

Jean Wolfe is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Robert W. Baird in St. Paul, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - Certified Private Wealth Advisor (CPWA(R))

Insurance Licenses

  • Life insurance
  • Health/disability insurance

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Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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