Barbara Wolf (CFP®, MBA)

Barbara Wolf focuses in the
following client markets or areas of practice:

  • Divorce Planning
  • High Net Worth Client Needs
  • Medical Professionals
  • Women's Financial Planning Issues

Planning Specialties

People in transition (recently divorced, widowed, retPleaseired)
People in a position to manage money for the first time 

Additional Information

Roth Conversion 
Roth IRA 
Individual 
IRA 
TIAA-CREF Retirement

NAPFA Start Date

September 11, 2009

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This Office

1760 Market St Ste 403 Philadelphia, PA 19103-4111 Phone: (215) 656-4280 Fax: (215) 656-4281