Rich Wolf is a financial planner and the Chief Client Officer at Tailored Wealth, where he brings over 20 years of financial industry experience to help clients work towards their most important life goals. A specialist in retirement income planning and fiduciary investment strategies, Rich holds two esteemed designations: the Retirement Income Certified Professional (RICP®), demonstrating his expertise in retirement planning, and the Accredited Investment Fiduciary (AIF®), reflecting his commitment to upholding the highest standards of ethical investment management.
In his role, Rich works closely with a diverse group of clients, leveraging a personalized discovery process to understand their unique needs and aspirations. He excels at simplifying complex financial concepts and utilizes advanced financial planning tools to deliver customized strategies, empowering clients to make informed decisions with confidence. Rich’s expertise spans retirement planning, tax optimization, estate planning, and investment management, ensuring a comprehensive approach to each client’s financial journey.
A graduate of Sacred Heart University with degrees in Business Administration and Finance, Rich holds his FINRA Series 7, 24, 63, and 66 licenses, as well as a Life Insurance License under LPL Financial. Dedicated to staying ahead of industry trends, he continually sharpens his skills to provide specialized and efficient strategies.
Beyond his professional achievements, Rich is deeply involved in his community. He serves as President and Regional Commissioner for Trumbull AYSO Region 186 and holds leadership roles with the Trumbull United Soccer Club, the Tashua Father’s Club, and the Timberwolves Travel.