Jacob Wolfe is a seasoned financial professional with extensive experience in retirement planning and wealth management. Currently serving as a Retirement Specialist at Knight Strategic Wealth since January 2022, Jacob previously held roles as a Registered Representative at Coastal Wealth and an Insurance Agent at New York Life Insurance Company. Jacob's career began at Worldwide Express as an Account Executive and included a position as a Corporate Trainer at MarketStorm Global. Academic credentials include a Master of Business Administration from the University of Miami Herbert Business School and dual Bachelor's degrees in Biology from the University of Miami.
Sign up to view 2 direct reports
Get started
This person is not in any teams