Jack Wolff, CFP®

Experience

• 

  State Street Global Advisors

  Jul 2015 - Apr 2018

  Assistant Vice President
• 

  Lightship Wealth Strategies, Inc.

  Apr 2018 - now

  We are comprehensive wealth consultants, focusing on everything from coordinating and managing your personal wealth to estate planning. Our client-first philosophy dictates that we develop a customized plan designed to compliment your objectives. We do not produce or market any proprietary products, so our only motivating force is our unique ability to focus on your needs. Our visionary approach is designed to support the accumulation, conservation, utilization, management and transfer of family wealth for higher-net-worth clients.Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Center for Financial Planning, Inc.® is not a registered broker/dealer and is independent of Raymond James Financial Services. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Show less

  • Wealth Advisor

    Jan 2019 - now

  • Financial Planning Assistant

    Apr 2018 - Jan 2019