Keith Wolff, CFP®, CLU® in

Keith Wolff, CFP®, CLU®

Questioner · DISC type c
Owner - Insurance & Investment Services at Wolff Financial Group, LLC
📍 Greater Hartford, United States

Keith Wolff is the Managing Partner and a Financial Advisor at Wolff Financial Group. An alumnus of Trinity College, he is recognized by Forbes as the #1 Financial Security Professional in Connecticut for 2025, specializing in customized financial plans.

Outside of his professional life, Keith is a former two-time All-American basketball player and captain for the Trinity College team. He is an active member of his community, where he lives with his wife and three children.

Unique fact: Keith was inducted into the Trinity College Basketball Hall of Fame for his outstanding collegiate athletic career.

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Experience
29 Years
Current Role
Owner - Insurance & Investment Services
Location
Greater Hartford, United States
Personality Overview

How Keith shows up

Systematic
Price-Sensitive
Cautious & Analytical

They prefer to analyze every situation thoroughly.
 They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Priorities

Topics Keith cares about

Financial Planning
As a CFP®, he focuses on creating customized financial plans and investment services for individuals, families, and business owners through his firm.
Trinity College Basketball
He was a standout player, two-time All-American, and captain for the Trinity College basketball team, and was later inducted into its Hall of Fame.
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Career

Work history

4-2000
Owner - Insurance & Investment Services
Wolff Financial Group, LLC
6-1996 - 1-2000
Senior Associate
Landmark Partners
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1993 - 1996
Bachelor's
Trinity College-Hartford
1991 - 1993
Economics
Williams College
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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