Christina Wolfe
Director, Client Service & Operations at The Rand Group
Christina Wolfe's Professional Contact Details
Email (Verified)
****
Location
California, US
Company
The Rand Group
Person Seniority
director
Person Functions
operations
Christina Wolfe's Current Company Details
Whether you aspire to grow, preserve, or pass on your wealth, you can trust us to create personalized, long-term strategies that help you realize your goals. Our holistic approach to wealth management...
Whether you aspire to grow, preserve, or pass on your wealth, you can trust us to create personalized, long-term strategies that help you realize your goals. Our holistic approach to wealth management aligns and consolidates: - Traditional Investments - Stocks, Bonds, Cash Alternatives - Alternative Investments - Hedge Fund Investments and Strategies - Insurance and Risk Assessment - Annuity and Pension Income Strategies - Liability Analysis - Mortgages, Pledged Assets, Business Lending - Estate Planning Strategies - Tax Efficiency Evaluation Contact Us - Toll-Free: 866-546-4640 Fax: 800-371-9547 Email: [email protected] Locations - Maui, HI: 1300 N. Holopono Street, Suite 216 | Kahului, HI 96753 Newport Beach, CA: 23 Corporate Plaza Drive, Suite 130 | Newport Beach, CA 92660
Founded Year
2016
retirement planning
family needs planning
credit & lending
estate planning
impact investing
socially responsible investing
tax planning
financial services
investment services & personal investing
insurance & risk management
succession planning
financial consultaing
wealth management
business succession planning
advanced estate planning
corporate retirement plans
finance
law practice
legal services
investment management
Christina Wolfe's Work History and Education
The Rand Group
Director, Client Service & Operations
2016 - Present
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