ABOUT

For over 25 years, David Wolfe has been a well-respected financial advisor in the Minneapolis-St. Paul area. He specializes in working with individuals who are at different stages of retirement planning. David assists 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 pursue these goals effectively. David is looking forward to helping Education Minnesota members with their financial planning needs.

David graduated with a B.A. degree from the University of Wisconsin-Madison. He is a member of the National Tax Shelter Accounts Association (NTSA) and was recently named an NTSA Elite Advisor.

Born and raised in the Minneapolis area, David has served the community by participating on many committees and boards. He volunteers his time to an organization called Best Prep, which teaches financial literacy classes in High Schools. David lives in the Minneapolis area with his wife, Lisa and their two daughters.

Awards and Recognition

2020 National Tax-deferred Savings Association (NTSA) Elite Advisor Award
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PROFESSIONAL QUALIFICATIONS

• B.A. Degree, University of Wisconsin-Madison
• NTSA Elite Advisor

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