Wolfgang is a Wealth Advisor who serves our clients in concert with the advisory team to develop comprehensive financial plans and investment policies. He holds a Series 65 securities license and assists in the development and delivery of client portfolio reviews, the preparation of account paperwork, portfolio trading, and other tasks required to ensure exceptional client service. Wolfgang joined the firm in 2018 after receiving his Bachelor’s in Political Science & Economics from the University of California at Davis, where he was a member of the Honor Society and the Sigma Nu Fraternity. His academic career also included a program abroad at the London School of Economics & Poli