Our People

Steven A. Wolf serves as President and Investment Advisor Representative of Wolf Money Management, Inc. He has been active in the financial services industry since 1992. He also worked as a registered representative of and sold securities through PMG Securities until they were succeeded by Great American Advisors (2005-2010). From 08/02/2010 through 10/31/12 Steve was a registered representative of Lincoln Investment Planning.

Steve is a CERTIFIED FINANCIAL PLANNER® licensee and graduate of the College for Financial Planning’s rigorous CFP Professional Education Program. Steve has also earned the CFS designation from the Institute of Business and Finance, a certification of specialized training in mutual funds investing.

Paul B. Wolf serves as Vice-President and Investment Advisor Representative of Wolf Money Management, Inc. He has also worked as a registered representative and sold securities through PMG Securities 1995-2005 until they were succeeded by Great American Advisors 2005-2010. From 08/02/2010 through 10/31/12 Paul was a registered representative of Lincoln Investment Planning.

Paul is a CERTIFIED FINANCIAL PLANNER® licensee and a graduate of the College for Financial Planning’s rigorous CFP Professional Education Program. Paul has also earned the CFS designation from the Institute of Business and Finance, a certification of specialized training in mutual fund investing.