Amy J. Wolff, CFP^®

CDFA^®

Financial Advisor

AJW Financial

3300 Edinborough Way, Ste 550
Minneapolis, MN 55403

FINANCIAL ADVISOR'S WEBSITE

www.ajwfinancial.com

(952) 405-2000

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

General

Amy Wolff is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at AJW Financial in Minneapolis, MN and the surrounding communities.

Financial Advisor Overview

Marriage. Birth. Divorce. Retirement. Death. Career Change.
These are events that alter the course of your life and impact your financial future. When they happen, there are decisions to make, and they can be complicated, overwhelming and even a bit frightening.
Financial issues and decisions don't have to be difficult, especially during a change in your life. Amy Jensen Wolff has an uncanny ability to make even the most complicated things easy to understand.
As a financial professional, Amy's experience provides the assurance that you'll receive the best services and products available. What's more, you can count on her solid integrity and high level of service in everything she does for you.
It's Amy's personal touch that makes a difference. Her genuine concern, ability to go the extra mile and strong commitment will earn your trust and confidence. It's a relationship that you'll truly appreciate and rely on for sound financial guidance made plain and simple.

Financial Advisor Experience

Amy is Minnesota born and raised. She earned a Bachelor of Science degree from the Carlson School of Management at the University of Minnesota. Amy is a Certified Financial Planner (CFP®), and has dedicated 23 years of her career to the financial services industry.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Certified Divorce Financial Analyst (CDFA^®)

Insurance Licenses

Life insurance
Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Investment advisory services also offered through AdvisorNet Wealth Management. Cetera is under separate ownership from any other named entity.

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a Home, Career Change, Investment Management, Estate Planning, Getting Divorced, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances