Adam Wolf, CPA, CFP®

Adam Wolf is the president of Wolf Retirement Navigation, LLC, and has more than 20 years of experience in the personal financial services industry. He holds a bachelor’s degree in Finance and Accounting from Virginia Tech and is a licensed insurance agent in Florida and many other states.

Adam has been a Certified Public Accountant since 2002, and he earned his Certified Financial Planning™ certification in 2005, a designation held by a select number of advisors in the financial industry who uphold the board’s uncompromising set of standards. He is knowledgeable and current in the areas of financial planning, taxes, annuities, life insurance, and investments and genuinely understands how these products deliver solutions for clients to reach their financial goals, especially in the years leading up to and through retirement. Adam also works closely with other professionals, including CPAs and estate attorneys, to give his clients every possible chance to succeed when building individualized and comprehensive written retirement plans.

“My primary goal is to help my clients prepare for, transition to, and enjoy retirement. We pride ourselves on listening to and understanding our clients and assisting them in meeting their financial goals.”

– ADAM WOLF, CPA, CFP®

Adam began his career learning the tax compliance and financial planning business through his work in large and small CPA firms. He then worked with a large Registered Investment Advisory firm for five years, managing clients’ investment portfolios and providing personal financial and tax planning advice. Adam is also experienced in annuity and life insurance strategy, design, sales, and implementation, having worked for a retirement strategies company in Northeast Florida. In addition, Adam served as the director of an affiliate tax firm and provided tax compliance and planning services to his clients.

Adam routinely appears on television as “Jacksonville’s Retirement Coach” on River City Live and First Coast Living. He has written several articles, has been published in numerous newspapers, is a RetireMentor for the Wall Street Journal’s MarketWatch.com, and has been quoted elsewhere in the Wall Street Journal. Through several local radio shows, Adam shares his breadth of knowledge and helps viewers gain valuable insight into their retirement years.

Adam is passionate about giving back to the community and is honored to serve on the board of the Police Athletic League of Jacksonville. JaxPAL provides a safe haven from the everyday realities of crime and violence for over 4,700 at-risk kids each year.

Wolf Retirement Navigation has enjoyed a longstanding partnership with this amazing charitable organization that enriches the lives of children by creating positive relationships between law enforcement officers and the youth of our community through education, athletics, leadership, and outreach programs. There are numerous fundraising events, including the annual “29029” Everest Challenge. Adam has 36 hours to reach 29029 feet, the equivalent height of Mt. Everest, at a designated mountain spot in the United States. He is dedicated to completing this challenge and trains year-round to master this rigorous and epic hike. Through mentoring and volunteering programs at the Westside Center site year-round, in addition to toy drives during the Christmas holiday season, we remind these special kids just how very special they truly are.

Every November since 2015, Wolf Retirement Navigation teams up with Tony’s Turkey Trot® for Brain Injury Awareness for the annual 5K run along the beautiful beaches of Atlantic Beach, Florida. The Tony Meduri TBI Fund is dedicated to bringing awareness to those who have suffered traumatic brain injuries and supporting those who have survived. This cause is near and dear to Adam’s heart because of family members afflicted with TBI, and he is more than honored and humbled to be serving on the planning committee for the fun-filled Thanksgiving Day trot. We encourage and invite clients, friends, and family members to join the Wolf Pack every November for a memorable and worthwhile event!

Quotes and or editorials written by Adam Wolf reflected on Wall Street Journal’s MarketWatch.com were not solicited by Wall Street Journal and are considered paid advertisements.