Eric E. Wolfe CFP®, ChFC®, CLU®

Founder and Senior Advisor

Eric Wolfe, founder and senior advisor of Succession Financial, is a Certified Financial Planner® practitioner. For financial advice, reach out to Eric or Cassidy. You can contact Eric via email at ewolfe@succession-financial.com or by telephone at (888) 249-0988.

He graduated with a degree in Political Science from Bowling Green State University in Ohio, where he was also in the Army ROTC program. After serving on active duty in Germany and with continued service for some time in the US Army Reserve in Dallas, Eric began his career as a financial advisor in 1996.

Eric is a lifelong learner. In addition to the CFP® certification, he is a Chartered Financial Consultant (ChFC®) and a Chartered Life Underwriter (CLU®). He has also been learning German and Spanish for over five years for fun.

Eric caught the non-profit bug when he was privileged to serve on the inaugural board of directors of Minnie’s Food Pantry. From there, he has served on the Agape Hope and Resource and Assistance Center (hope4agape.org) and the Community of Caring Hearts Charity board. The last two charities align with Eric’s non-profit mission: helping single women and their children who are homeless or in peril.

Originally from Cleveland, Ohio, where his heart will always be, Eric is the glutton for punishment that comes from being a Cleveland sports fan. But he loves the Browns, Guardians, and Cavs.