CoverProfile

Jared Mcnee

Financial Advisor at Wolff Financial Management, LLC

Wolff Financial Management LLC

United States, Michigan, Kalamazoo

About Me

A lifelong resident of West Michigan, Jared has been providing comprehensive financial planning to individuals and families since 2016. He joined Wolff Financial Management in March of 2022 as a Financial Advisor and specializes in investment management and comprehensive retirement planning strategies. Jared is a Certified Financial PlannerTM (CFP®) professional and holds a Bachelor of Business Administration degree with a concentration in Finance from Grand Valley State University.

Profile Information

Financial Advisor at Wolff Financial Management, LLC

Wolff Financial Management LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Kalamazoo

Michigan

United States

Feb 20, 2025

More profiles to browse

Profile Photo
Matt Wolff
COO and Financial Advisor
LM
Lisa M. Hartgraves
Financial Advisor

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
RD
Russ Degitz
Principal
Huntington University