Richard B. Wolf, RICP®
With over 20 years of financial services experience, Rich has worked with both retail and institutional clients. He started his career at JG Securities Group where he spent 5 years as an institutional bond trader. Rich spent 12 years at Prudential in the retirement business working with financial planners and professionals. Rich then transitioned to Infinex Investments as a Financial Advisor working with bank clients on insurance planning, estate planning, college planning, and retirement planning including Social Security and Health Care planning. He joined Tailored Cents and Woodbury Financial in 2021 where he now serves as an LPL Financial Planner working with a diverse group of customers to accomplish their long term financial goals.
Rich has obtained the series 7, 24, 63 and 66 registrations, held through LPL Financial, and his Connecticut Life Insurance License. Additionally, Rich obtained the Retirement Income Certified Professional (RICP®) designation from the American College of Financial Services in October of 2014.
Rich resides in Trumbull, CT with his wife, Luisa, and two children. Rich enjoys volunteering and has volunteered for organizations including Junior Achievement, March of Dimes, and Habitat for Humanity. Rich still actively volunteers as he is currently the Regional Commissioner for the Trumbull youth soccer program: AYSO Region 186, is a board member for the Trumbull United Soccer Club, and a Senior Board Member for the Tashua Father’s Club. In his spare time, you can find Rich coaching his kids’ youth soccer, baseball and softball teams and enjoys playing the bass guitar with his band.