Ross Wolf
IAR | CLU | CHFC | President | Estate & Tax Planning Specialist
Ross Wolf is financial advisors with more than 30 years of experience in Retirement, Investment, Tax and Estate Planning, Wealth Preservation, and Family Legacy Planning. He also teaches continuing education to Insurance, CPA’s and Enrolled Agents throughout Washington on the subjects of Financial and Retirement Planning and Reverse Mortgages. He is Insurance licensed in Washington, Oregon, California, Arizona, Florida, Michigan, Ohio and North Carolina. He is Mortgage Licensed and is a Designated Broker in Washington specializing in Reverse Mortgages for Seniors. Ross is an IAR (Investment Advisor Representative) and is the Owner and CEO of Pacific Financial Advisors, Inc., a nationwide Registered Investment Advisory firm. Ross has a B.A. degree in Finance from Florida State University and earned his CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) designations from The American College in Pennsylvania.
Ross and his wife, Kimberly, have been married for 31 years and have two wonderful children. In between Ross's car and kart racing, Kimberly's volunteer work, Alexandra's horses, and Andrew's hockey and snow skiing, the Wolfs enjoy traveling and spending time together at their homes in Sammamish, WA, and Cape Cod, MA.