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.
Latest posts by W. Devin Wolf, CFP® (see all)
- 6 Winning Strategies For Your Roth - August 3, 2018
- The Tax Code is Changing. Should your Retirement Plan? - June 29, 2018
- 2018 Tax Reform Bill: How the New Tax Reform Will Affect You - January 11, 2018