Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) division. As a wealth manager, Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
Devin is on the board of the Northwest Washington Estate Planning Council where he has served as Vice President, President, and Immediate Past President. He graduated from Carroll College in Helena, MT where he studied Civil Engineering and Business. Prior to joining Financial Plan, Inc. in 2010, Devin worked as a Professional Engineer (P.E.) where he helped cities identify, plan, fund and complete projects that met the communities greatest needs. In addition to obtaining the P.E. license, Devin also obtained the PMP (Project Management Professional) designation.
He enjoys spending time with his wife and three children in addition to having an abundance of hobbies (travel, barbeque, golf, hunting, fishing, biking, scuba diving, wakeboarding, snowboarding, racquetball, and hiking). He is passionate about helping people achieve their financial goals and improving the local community.
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
- 2020 Numbers Unlimited - January 31, 2020
- The SECURE Act: Summary and Implications for Retirement Savers - January 22, 2020