Keith Wolff, CFP®, CLU® in

Keith Wolff, CFP®, CLU®

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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

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 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)

DISC behavioral profile

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