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Richard Wolfe, CFP, MBA

Communications Professional

Richard Wolfe, a Registered Investment Advisor and investment manager, possesses a wealth of experience in financial planning and retirement management. He holds an MBA in Finance and a CFP designation since 1992, and has spent many years working at top financial institutions, including Fidelity, Thompson Reuters, and Standard & Poors. With a focus on low-cost portfolio creation and management, factor-based investing, and risk management, Wolfe is skilled at developing detailed financial and retirement plans for individuals, institutions, and advisors. His expertise also extends to sub-advisory services, Cash Balance plans, and financial investment research. Wolfe offers a comprehensive approach to clients and receives accolades for his thoroughness and ability to maximize returns while managing risk.

Related Questions

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Richard Wolfe, CFP, MBA
Richard Wolfe, CFP, MBA, photo 1
Richard Wolfe, CFP, MBA, photo 2
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Experience

Sr. Specialist HR Communications at Natural Resources Defense Council (NRDC)
Contract Communications Consultant/Writer (Aug 2016 - Oct 2022), Sr. Director Corporate Communications at ADP (Jul 2013 - Jul 2016), SVP Corporate Communications at Cohn & Wolfe (Nov 2012 - Jun 2013), SVP, Public Affairs at MWW Group (Mar 2011 - Nov 2012), Vice President at G&S Business Communications (Aug 2001 - Mar 2011)

Education

BA, History from Northern Kentucky University

Location

New York City Metropolitan Area