Our Managing Partner and Wealth Advisor Paul started in the financial services industry in 1994 when he joined the family business which focused primarily on assisting teachers with their retirement planning and investments. For the past twenty years, along with his brother Steve, he has owned and operated Wolf Money Management. His father, and both grandfathers, were in financial services, so he truly feels as though it’s in his blood.
He enjoys working with clients over the long term and assisting them through the exciting – and sometimes difficult – crossroads of life. He strives to be a voice of reason and to earn his clients’ trust. He helps clients make sense of the complex and ever-changing financial world and helps simplify their finances so they can focus on living their best life. So much of the valuable experience he’s gained has been through keen observation.
A CERTIFIED FINANCIAL PLANNER™ professional and graduate of the College for Financial Planning’s rigorous CFP® professional education program. He earned a B.S. degree in Business, Management and Economics with a concentration in Finance from the State University of New York-Forum Management Education program. He also maintains the Certified Fund Specialist® designation from the Institute of Business and Finance, a certification of specialized training in mutual fund investing.
Outside of work, Paul enjoys spending time with his wife and friends. He stays active with travel, exercise and outdoor activities and also enjoys quiet activities like reading.