Broker Check

Our Team

Thomas J. Wolf, CFP

TomW@IPlan4u.com

Tom has been licensed as a Registered Representative of a FINRA Broker Dealer firm since 1985. His current firm is TCFG Wealth Management, LLC. His licenses include those necessary to sell general securities, mutual funds, limited...
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Wesley Wolf

WesleyW@IPlan4u.com

Wesley has been working with Tom since 1998. (That doesn’t include all those early years as a kid of filing statements to earn a buck here and there.) He graduated from the University of San Diego cum laude in 1997. He obtained a...
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Sue Wolf

Sue@IPlan4u.com

When our children, Wesley and Sarah were in high school, I started working with Tom in his office. I began very part-time in September of 1993 doing the payroll and bill paying. My position gradually evolved to more of an office...
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