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Certified Financial Planner in Broomfield, Colorado
WHO
WE ARE


Derek M. Wolff, CFP(R) is the president of the firm; he has earned the CERTIFIED FINANCIAL PLANNER(R) certification (2005). Derek received his B.A. in Finance from Depaul University (Barat College) in Lake Forest, Illinois in 1994.  Derek started his career in the Financial Services Industry back in 1993, for more than ten years Derek was the pension manager for a small business defined benefit pension plan. Derek moved to Golden in 1999 and worked at a mutual fund investment company as a supervisor of the investment sales. Derek started Wolff Financial Advisors, LLC in 2005 and he strongly believes in the financial planning process, having been in the industry since 1993; Derek understands that steady long term performance is the result of careful planning, proper implementation, and constant monitoring with an emphasis on strategic investment allocation.
 

EDUCATION & TRAINING


Certified Financial Planner™ Professional, 2005
 
Metropolitan State College of Denver
Personal Financial Planning Certificate 2003
 
Series 6 and 63 license, 2000
Series 65 license, 2005

Financial Planning Association
Denver Chapter 2006
 
Depaul university, Bachelor of Arts Degree
Business/Administration with Finance Major 1994


 

       
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Registered Investment Advisor (RIA) with the State of Colorado, DORA

Certified Financial Planner in Broomfield, Colorado