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Sara Wolf CFP®

Sara Wolf CFP®

Financial Advisor & Tax Preparation

Sara is the eldest daughter of Robert Wolf and has been studying the art of financial planning for several years under his supervision. Sara has a deep love of learning and thrives when she is able to help people build their financial literacy skills. Sara graduated from Western Michigan University summa cum laude with her bachelor's degree in personal financial planning. She enjoys spending time with her husband, Danny, and her house cat, Louis.


For specific estate planning or tax planning advice, please consult a qualified estate planning attorney or qualified tax advisor.