Jeffrey Wolniewicz (CFP®, ChFC®, CLU, MBA, RICP®, RLP)

Additional Information

Bio: Who is Jeff Wolniewicz?

Personally, golf is a huge part of my life. I'm a member of Crag Burn Golf Club where I serve on the Board of Governors as the President. Spending time at Crag Burn is how I maintain balance, it's my happy place. Prior to becoming a financial planner, I played golf for the Binghamton University Bearcats. It led to one of my proudest accomplishments — being inducted into the Binghamton University Athletic Hall of Fame in 2018. While at Binghamton, I earned a Bachelors’s Degree in 2007 as well as an MBA in 2009. Following Binghamton I pursued my dream of becoming a professional golfer and played on mini tours for a couple years. You are reading my bio here, and not seeing me compete against Tiger Woods, so it didn't work out as I dreamed! It was still an unbelievably rewarding experience that I grew and learned from.

Outside of golf, my family and friends mean the world to me. I would not be the person I am today without their love and support through the good times and not so good times. They're awesome. You can also find me playing with my dog Thor, having drinks somewhere, watching sunsets, listening to live music, or some combo of all those things!

Professionally, after pursuing professional golf I moved home to Buffalo, NY and began my career as a financial planner, earning and becoming a Certified Financial Planner (CFP®?) in 2014, a Retirement Income Certified Professional (RICP®?) in 2015, and a Registered Life Planner (RLP®) in 2021. Personal and professional development is a huge part of who I am and I continually strive to become the best version of myself for my friends, family, and clients. I bring the same commitment to excellence to my financial planning work that I did to the golf course.