NTSA congratulates NTSA 2020 Elite Advisor David Wolfe, CRES, for his outstanding, unique accomplishments. Wolfe practices through NTSA Strategic Partner EFS Advisors, Cedar Rapids, MN.
For over 29 years, David Wolfe has been a well-respected financial advisor in the Minneapolis-St. Paul area. He specializes in working with individuals who are at different stages of retirement planning. Wolfe has been one of the top two advisors every year he has been in the retirement industry at all of the firms for which he has worked.
Wolfe assists those who are approaching retirement age or are already retired, as well as investors who are just starting to plan their retirement needs. Believing that everyone’s situation is unique, Wolfe listens carefully to understand their objectives before implementing strategies to help them pursue these goals effectively. Wolfe believes in taking care of clients. “They are not customers, they are clients,” he says, adding, “I have worked hard on teaching other advisors how need to care. If you don’t care, people will eventually see this. I try to lead by example.”
Wolfe advocates increased application of technology. “We definitely have improved our carbon footprint,” he says, adding that he is always trying to add efficiency through technology, “We have learned to use it to better our practice so we can see more clients,” he says, adding, “Younger clients especially are wanting this more and more.”
Born and raised in the Minneapolis area, Wolfe has served the community by participating on many committees and boards. He volunteers his time to an organization called ‘Best Prep,’ which teaches financial literacy classes in high schools and also to educate teachers.
Per his nominator, Dean Ingvalson: “David demonstrates daily the meaning of Fiduciary responsibility to his clients. His honesty and hard work stand out to his clients and his peers. His gregarious nature draws a crowd. Above all, he is dedicated to his family. He is generous with charities and volunteers to a variety of needs. I am grateful to be able to recommend David and grateful to be able to call him a friend.”
Wolfe is a member of the NTSA Leadership Council and has served the NTSA Summit for a number of years, most recently as Co-Chair of the NTSA 2022 Advisor Workshops and co-leader of the Fast and Furious session. Wolfe serves on the NTSA 2023 Elite Advisor Awards Judging Committee.
2023 Elite Advisors
Note that nominations for the NTSA 2023 Elite Advisor Awards have now closed. The NTSA 2023 Terms & Conditions are available at https://www.ntsa-net.org/sites/ntsa-net.org/files/2022_EA_T_and_C_1.10.2021.pdf. Anonymously, the NTSA 2023 Elite Advisor Awards Judging Committee reviews all fully redacted nomination, application and affirmation data in September. NTSA 2023 Elite Advisor Awards honored nominees and then awardees are announced in October; they are honored in person at the NTSA 2023 Summit, held at the Grand Hyatt in Tampa, FL Feb. 26–28, 2023, at their Awards Luncheon on Monday, Feb. 27.
- Log in to post comments