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Amy Wolff

3300 Edinborough Way, Suite 550
Edina, Minnesota 55435
United States
Office Phone: 9524052000
http://www.ajwfinancial.com
amy@ajwfinancial.com
Member since 2004
Membership Type: IACP

Profession(s)

Financial Professional

Amy has obtained her CERTIFIED FINANCIAL PLANNER™ certification and is a Certified Divorce Financial Analyst® practitioner with over 30 years of experience in the financial services industry. She has superbly navigated the different ways men and women think about money in order to represent agreeable resolutions in more than 1500 collaborative divorce cases. Her strength in presenting workable options with logical reasoning and clear data has a way of making people feel comfortable and supported. Amy’s approach to custom financial solutions has given countless clients a neutral space to make well-reasoned financial decisions for their futures — and for their loved ones. She also offers one-party divorce settlement support.

Her services don’t end once a divorce settles. Amy will continue to advise clients on retirement and investment decisions, budgeting, caring for adult children or parents, home and car purchases, refinancing and anything else that relates to a client’s financial life. By remaining accessible and open to any questions, the entire team at AJW Financial helps clients avoid pitfalls and make decisions that align well with their plans long-term.
Area(s) of Practice: Collaborative Practice Financial Professional Services • Property division • Cash flow modeling and budget preparation • Projected cash flow evaluation based on various spousal maintenance and/or child support scenarios • Tax projections • Long-term/Retirement plan projections • Social Security optimization. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice. Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Additional advisory services offered through AdvisorNet Wealth Partners. Cetera is under separate ownership from any other named entity.
License(s): MN Insurance License # IN-20001775, 1994. Professional Designations: Certified Financial Planner™ professional, 1995; Certified Divorce Financial Analyst®, 2002. Professional Registrations: Series 7, General Securities Representative, 1993; Series 63, Uniform Securities Agent State Law License, 1993; Series 24, General Securities Principal, 1999

Professional Activities

Minnesota Collaborative Law Institute, member, past board member and past president; International Academy of Collaborative Professionals, member, past board member; Daisy Camp, board member and frequent speaker; Financial Planners Association of MN, member and past board member; xBrezzo, LLC, partner and co-founder

Undergraduate Education

Bachelor of Science - Business, University of MN, Carlson School of Management, 1992
Student Exchange Program, University of Puerto Rico - Rio Piedras, 1989-1990

Postgraduate Education

College of Financial Planning, 1995, CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
The Institute for Divorce Financial Analysts, 2002 Certified Divorce Financial Analyst® (CDFA®)