 Gary Wolf is a Certified Financial Planner™
specializing in investments, retirement and estate
planning. He has been an independent financial planner
since 1996.He has been quoted in major financial publications
and been asked to speak to Rotary and corporate groups.
He is a member of the Financial Planners Association and
the CFA Institute.
He also is an advisory director of The Academy of
Finance at the Spring Branch Independent School
District.
Gary’s career has spanned over 30 years. He has been
a Wall Street based securities analyst. He managed the
portfolio analysis section for Smith Barney and was a
corporate acquisitions specialist. In addition, Gary was
President and CEO of two multi-billion dollar asset
financial institutions in Texas for eleven years.
Gary holds a BBA and an MBA in finance from the City
University of New York – Baruch College. He holds NASD
Series 7, 24, and 63 registrations with SII and is a Chartered
Financial Analyst. He also has been granted the
designation of Chartered Financial Consultant from The
American College. |
