Jacob Wolfe
Retirement Planning Specialist at Knight Strategic Wealth
- Role
- Retirement Specialist at Knight Strategic Wealth
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Jacob Wolfe
I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you:• Define your personal financial goals• Develop a financial strategy that can help you achieve these goals• Suggest suitable products and solutions based on your own tolerance for risk and your time-frame• Implement your strategy with products and services that help meet your needs.I am licensed to sell insurance in: OH,LA,FL. I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC Supervisory address: Corporate Dr. Suite 700 Ft. Lauderdale FL, refers to Massachusetts Mutual Life Insurance Company.
Experience
Retirement Specialist
Jan 2022 — Present · Plantation, FL, US
Education
University of Miami
Bachelor of Science (B.S.)
2012 — 2016
University of Miami Business School
Master of Business Administration - MBA
2018 — 2020
University of Miami
Bachelor’s Degree
2012 — 2016
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