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
Profile Photo
Lisa Hartgraves
Financial Advisor

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
JB
Joy Bunzel
Client Services
Sierra Investment Management