Allen Wolfe, CFP®, ChFC®, CLTC® in

Allen Wolfe, CFP®, ChFC®, CLTC®

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Financial Advisor/Founder at Sentinel Bridge Wealth Management
📍 Los Angeles, California, United States

Allen Wolfe is the founder of Sentinel Bridge Wealth Management and a Financial Advisor with Northwestern Mutual. An alumnus of the University of California, Santa Cruz, he specializes in creating tax-efficient wealth management and retirement plans for successful professionals, business owners, and families.

Outside of his financial practice, Allen is an Eagle Scout, a distinction reflecting a long-standing commitment to leadership and community service. He stays informed on market trends by following publications like The Wall Street Journal and Harvard Business Review.

In 2023, Allen was recognized as a "40 Under 40" recipient by the American College of Financial Services for his professional achievements.

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Experience
15 Years
Current Role
Financial Advisor/Founder
Location
Los Angeles, California, United States
Personality Overview

How Allen shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Allen cares about

Tax-Efficient Strategy
His professional focus is on creating thoughtful, tax-efficient strategies that allow clients to achieve financial peace of mind.
Navigating Markets
He shares content about managing finances through inflation and market shifts, emphasizing the importance of diversification and long-term planning.
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Career

Work history

6-2023
Financial Advisor/Founder
Sentinel Bridge Wealth Management
4-2022
CERTIFIED FINANCIAL PLANNER™
Northwestern Mutual
4-2014
Financial Advisor
Northwestern Mutual
9-2011 - 1-2013
REALTOR
Century 21 Crest
3-2010 - 8-2010
Processor/Junior Sales Associate/Junior Accountant
American Trust Deed S
In the press

Media appearances

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Education
2015 - 12-2022
Education details unavailable
The American College of Financial Services
2003 - 2007
Bachelor's degree
University of California, Santa Cruz
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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