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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

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