Daniel J. Wolff, CFA, is a wealth management specialist focused primarily on financial planning (investments/insurance), as well as advanced estate and tax planning.
Dan regularly conducts area workshops, educating and working with the over-55 population on strategies designed to protect assets and income without foregoing growth opportunities, to implement tax efficient investing strategies, and to establish and/or fine-tune existing estate plans. IFS is an independent financial services firm that is 100% client-focused and maintains no allegiances and alliances with any fund managers, insurance companies, or investment banks. This independence is critical in fostering a close relationship with our clients as we work together to develop, implement and manage solutions directed at meeting and exceeding our clients short and long term goals.
Dan has been active in the corporate and retail finance industry since 1991 when he received his securities license. Prior to focusing his efforts on financial planning, he spent a number of years working as a corporate and investment banker underwriting fixed income securities for entities ranging from small municipalities to Fortune 500 companies.
Areas of Specialty: Retirement Income Planning, Asset Protection & Performance, Tax Planning Strategies, Multi-Generational Wealth Management, Estate Planning.
Qualifications: Dan earned his undergraduate degree from University of Florida, his MBA from the University of North Carolina Chapel Hill, and is a CFA Charterholder (Chartered Financial Analyst) and an active member of the CFA Tampa Bay Society.
Dan has also trained under Ed Slott, author and the host of the PBS special with the same title. Mr. Slott is a Certified Public Accountant, tax advisor, and recognized by the Wall St. Journal as America's leading IRA authority.
Personal information:
Dan grew up in Sarasota after moving to the area from New Jersey in 1983. Outside of work, he spends the majority of his time with his family including his wife, Janelle and 3 daughters, Zoe, Nina & Josie.