Nicholas Wolf, CFP®, CEPA® - Email & Phone Number

Wealth CFO | Exit Planner at Forefront

Nicholas Wolf, CFP®, CEPA® is based out of Los Angeles, Los Angeles Metropolitan Area, United States of America and works at Forefront as Wealth CFO | Exit Planner.

Nicholas Wolf, CFP®, CEPA®'s Contact Information

Latest update

March 25, 2025

Location

Los Angeles, Los Angeles Metropolitan Area, United States of America

Nicholas Wolf, CFP®, CEPA®'s Work History

Wealth CFO | Exit Planner

Forefront

Jan 2024 - Present

Board Member

Calabasas Chamber of Commerce

Jan 2025 - Present

Vice President, Relationship Manager

Key Private Bank

Jan 2020 - Jan 2023

Nicholas Wolf, CFP®, CEPA®'s Education

Pepperdine Graziadio Business School

Certificate in Financial Planning

Jan 2021 - Jan 2021

University of Wisconsin-Milwaukee

Bachelor

Jan 2006 - Jan 2009

Nicholas Wolf, CFP®, CEPA®'s Skills

Life Insurance

Business Planning

Succession Planning

Financial Planning

Investment Management

Mortgage Lending

Nicholas's current employer

Forefront

Description

Website

forefrontwp.com

HQ Location

austin, texas, united states

Number of employees

2-10

Industry

Financial Services

Latest update

March 25, 2025

Read about Forefront

Frequent questions about Nicholas Wolf, CFP®, CEPA®

What company is Nicholas Wolf, CFP®, CEPA® working for?

Nicholas Wolf, CFP®, CEPA® works for Forefront.

What is Nicholas Wolf, CFP®, CEPA®'s function at Forefront?

Nicholas Wolf, CFP®, CEPA® is Wealth CFO | Exit Planner at Forefront.

Where is Nicholas Wolf, CFP®, CEPA® based?

Nicholas Wolf, CFP®, CEPA® is based out of Los Angeles, Los Angeles Metropolitan Area, United States of America.

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