Keith Wolff, CFP®, CLU® in

Keith Wolff, CFP®, CLU®

Login to view DISC.
Owner - Insurance & Investment Services at Wolff Financial Group, LLC
📍 Greater Hartford, United States

Keith Wolff is the Managing Partner of Wolff Financial Group, a multi-generational financial services firm. With over 25 years of experience, he specializes in wealth management for high-net-worth clients and was named the #1 Financial Security Professional in Connecticut by Forbes for 2025. He holds both CFP® and CLU® designations.

Outside of work, Keith is deeply committed to his community, serving on the Board of Trustees for Hartford Youth Scholars. He is a decorated former college basketball player and lives in Connecticut with his wife and two sons, one of whom has joined the family business, representing the fourth generation.

Unique fact: Keith was both an All-American and Academic All-American basketball player at Trinity College and has been inducted into four separate athletics halls of fame.

Read the full overview →
Experience
29 Years
Current Role
Owner - Insurance & Investment Services
Location
Greater Hartford, United States
Personality Overview

How Keith 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.

Login to view personality overview.
Priorities

Topics Keith cares about

Wealth Management
His professional focus is on providing wealth management, retirement planning, and estate conservation services to business owners and high-net-worth individuals.
Financial Security
He was recognized by Forbes as a top "Financial Security Professional," highlighting his expertise in risk management strategies like life insurance and long-term care.
+5 more topics Login to view topics
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

Keith Wolff Named #1 Top Financial Security Professional “Best‑in‑State” in Connecticut. Featured in Wolff Financial Group, LLC (company news)
See now
Education
1993 - 1996
Bachelor's
Trinity College-Hartford
1991 - 1993
Economics
Williams College
Social presence
in
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.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Keith. Free, 10 seconds.