As a Senior Financial Consultant at Widmann Financial Services, David Wolf primarily focuses on long-term care planning and retirement planning, helping clients navigate the complexities of these crucial aspects of their financial futures. He specializes in life insurance, long-term care insurance, and retirement accounts, including establishing 401(k) plans for small companies. With over 32 years of experience in the financial services industry, David brings a depth of knowledge and expertise to his clients. Before joining Widmann Financial Services, he spent two years at MetLife and 13 years at Chevy Chase Bank, where he gained invaluable insights and honed his skills.
Throughout his career, David has earned several designations and certifications that underscore his commitment to excellence in financial consulting. He holds a B.S. in Finance from the University of Maryland, College Park. Additionally, he is Certified in Long Term Care (CLTC) from the Corporation for Long Term Care Certification, a Chartered Advisor for Senior Living (CASL) from the American College in Bryn Mawr, PA, and a Certified Plan Fiduciary Advisor (CPFA) from the National Association of Plan Advisors. David also holds FINRA Series 6, 7, 63, and 65.
What motivates David most in his profession is meeting new people and helping them solve their financial problems. He finds it fascinating to hear about clients' life stories and backgrounds, as it helps him make more informed and appropriate financial decisions tailored to their unique situations.
Outside of work, David has been actively involved in his community. He is a former president of the Greater Bowie Chamber of Commerce and a former Board Chairman of the National Capitol Radio & Television Museum. He also volunteers with the Boy Scouts of America, serving as a Merit Badge counselor for shooting sports and Personal Management, where he teaches money management and organizational skills.
Originally from Bladensburg, Maryland, David currently resides in Pasadena with his wife, Ellery, his son Greg and Greg's wife Trinity. His daughter Lauren has her own place and, aside from her government job, serves in the Marine Reserves, so he gets to see her monthly. In his free time, David enjoys tending to his goldfish pond and observing the various creatures that visit. He is also passionate about shooting sports and actively participates in skeet competitions throughout the year.
Dave Wolf is also a recipient of the 2024 Five Star Wealth Manager Award, created by Five Star Professional.
* 2024 Five Star Wealth Manager Award, created by Five Star Professional. Presented in 10/2024 based on data gathered within 12 months preceding the issue date. 3,408 advisors were considered, 172 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visithttps://www.fivestarprofessional.com.