Lester M. Wolf, CFP ®, MSM, CLU, ChFC, CLF, CASL in

Lester M. Wolf, CFP ®, MSM, CLU, ChFC, CLF, CASL

Inquirer · DISC type dc
Partner at New York Life Insurance Company
📍 Washington DC-Baltimore Area, United States

Lester M. Wolf is a Financial Adviser with Eagle Strategies, LLC and an Agent for New York Life Insurance Company. He focuses on creating customized retirement plans, managing costs for extended care, and developing lifetime income strategies. He holds an M. S. in Management from The American College.

He is a veteran of the United States Marine Corps, where he served as a helicopter pilot before beginning his career in financial services. This military background provides a foundation of discipline and dedication that he applies to his work with clients, helping them navigate complex financial needs.

Before his career in finance, he was a helicopter pilot for the United States Marine Corps.

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Experience
30 Years
Current Role
Partner
Location
Washington DC-Baltimore Area, United States
Personality Overview

How Lester shows up

Upfront
ROI Conscious
Demanding

They care equally about the product and its potential impact. They respond well to confident salespeople. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Priorities

Topics Lester cares about

Retirement Planning
His primary professional focus is on creating custom-tailored solutions for retirement planning, college funding, and lifetime income strategies for his clients.
Financial Education
He regularly shares articles and insights on topics like tax diversification, mortgage rates, and savings trends to help clients make informed financial decisions.
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Career

Work history

7-2015 - 2-2019
Partner
New York Life Insurance Company
9-2009
Financial Adviser
Eagle Strategies, LLC
10-2005 - 7-2015
Director of Development
New York Life Insurance Company
12-1993
Financial Services Professional
New York Life Insurance Company
10-1993
Agent
New York Life Insurance Company
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1-2021 - 6-2022
M.S. in Management
The American College - Richard D. Irwin Graduate School
1993 - 2011
CFP
The American College of Financial Services
1984 - 1988
B.S.
United States Naval Academy
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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