|
|
Amy J. Wolff, CFP (Financial Professional)
|
I am a certified financial planning practioner and a certified divorce financial analyst and have 15 years of experience in the finance industry. I specialize in helping individuals who are going through change in their lives to make good financial decisions, by providing education, simplifying complex financial issues, and building confidence to make decisions in the future.
|
| Firm: |
AJW Financial, Inc. |
| Address: |
3300 Edinborough Way, Suite 550
Minneapolis MN, 55435
USA
|
| Phone: |
952-405-2000 |
| Fax: |
952-405-2001 |
| Email: |
amy@ajwfinancial.com |
| Website: |
www.ajwfinancial.com |
|
|
| Practice Counties |
|
Anoka,
Carver,
Dakota,
Faribault,
Goodhue,
Hennepin,
Ramsey,
Scott,
Sherburne,
Washington,
|
|
| Collaborative Law Training |
| Year |
Training Type |
Instructor |
Hours |
| 2007 |
Advanced Collaborative Law Training |
Annual Mtg/Tesler |
5 |
| 2007 |
Advanced Interdisciplinary Training |
Apprec. Inquiry/Thompson |
6 |
| 2006 |
Advanced Interdisciplinary Training |
Gamache/Smith Nov 06 |
11 |
| 2006 |
Mediation Training |
Chris Leick |
12 |
| 2006 |
Basic Interdisciplinary Training |
Amy Wolff |
3 |
| 2006 |
Basic Interdisciplinary Training |
Wolff/Kuntz |
2 |
| 2006 |
Advanced Interdisciplinary Training |
Susan Gamache |
6 |
| 2005 |
Intermediate Interdisciplinary Training |
Chip Rose Replay |
6 |
| 2005 |
Advanced Collaborative Law Training |
Chip Rose |
6 |
| 2005 |
Intermediate Interdisciplinary Training |
Atlanta Forum |
6 |
| 2005 |
Intermediate Interdisciplinary Training |
CLI-MN Annual Meeting |
4 |
| 2004 |
Basic Collaborative Law Training |
MN CLI Annual Meeting |
2 |
| 2004 |
Intermediate Interdisciplinary Training |
IACP Boston Trainers |
8 |
| 2004 |
Basic Interdisciplinary Training |
Tonda Mattie & Others |
6 |
| 2004 |
Advanced Collaborative Law Training |
Chip Rose |
12 |
| 2003 |
Intermediate Interdisciplinary Training |
IACP Vancouver Trainers |
7 |
|
| General Comments |
| No response provided. |
|
| Areas of Practice |
|
Financial
|
|
| Education |
| Undergraduate Education |
| Bachelor of Science - Business, University of MN, Carlson School of Management, 1992 |
| Postgraduate Education |
Certified Financial Planners Program, College of Financial Plannning, 1995
Certified Divorce Financial Analyst Program, The Institute for Divorce Financial Analysts, 2002
|
|
| Professional Licenses |
|
CFP
CDFA
MN Insurance License # IN-20001775
NASD Series 7, 24, 63
|
|
| Professional Activities |
|
Board Member, Co-President Elect, Minnesota's Collaborative Law Institute
Member, The Institute for Divorce Financial Analysts
Member, National Association of Women Business Owners
Member, International Association of Collaborative Professionals
Co-Chair, Outreach Committee, Minnesota's Collaborative Law Institute
Member, IACP International Public Education Committee
Member, Financial Planners Association of MN
|
|
|
|
 |
|
