John K. Wolff CFP®, AIF®, CIMA®
John Wolff, CFP®, AIF®, CIMA® joined the firm in 2017. He works closely alongside the lead planners of the firm providing assistance and support in a variety of roles. He is passionate about the comprehensive financial planning process and working closely with clients to develop individualized strategies that consider each part of their larger financial picture. He believes in cultivating meaningful relationships with clients and values the positive impact that comes from developing solid financial strategies for the future.
John graduated from James Madison University in 2014 with a Bachelor of Science degree in Cultural Anthropology. He received his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in December 2017 from the Certified Financial Planner Board of Standards, Inc. He earned the Accredited Investment Fiduciary® (AIF®) professional designation from the Center of Fiduciary Studies in 2020 and the Certified Investment Management Analyst certification (CIMA®) in 2024. He is also a member of the Financial Planners Association of the National Capital Area.
John grew up in Virginia Beach, VA and is now a resident of Falls Church. He spends his free time oil painting, golfing, and spending time with his wife Carla and son Christian.
Read John's blogs here.
