Financial Planning Associate
Wolfgang is a Financial Planning Associate who serves our clients in concert with the advisory team to develop comprehensive financial plans and investment policies. He holds a Series 65 securities license and assists in the development and delivery of client portfolio reviews, the preparation of account paperwork, portfolio trading, and other back-office tasks required to ensure exceptional client service. Before our merger with Vista Wealth Management in 2019, Wolfgang joined Hines Warner after receiving his Bachelor's in Political Science & Economics from the University of California at Davis. His academic career included a study abroad program at the London School of Economics & Political Science in 2016. Wolfgang worked his way through college in a variety of professional roles and therefore brings significant client service experience to our team.
University of California, Davis
Bachelor of Political Science & Economics.
503.292.2775 | email@example.com