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MEMBER PROFILE

 

Jennifer Wolfsberg

Centerpoint Advisors

Linked to Agnew, Ashley
 

Member profile details

Membership level
New England Corporate
First name
Jennifer
Last name
Wolfsberg
Title
Managing Principal
Company
Centerpoint Advisors
 

CONTACT INFORMATION

Photo
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State
Massachusetts
 

PROFILE INFORMATION

Profession
  • Consultant
  • Wealth Planner
Functional Expertise
  • Capital markets
  • Cash flow enhancements
  • Cash management
  • Charitable giving
  • Debt
  • Entrepreneurship
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Investor relations
  • Private equity
  • Private placements
  • Retirement
  • Risk management
  • Trusts
Client Industry(ies)
  • Business Services
  • Computer and Electronics
  • Education
  • Financial Services
  • Health, Pharma and Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Software and Internet
  • Transportation and Storage
  • Wholesale and Distribution
Professional Certification(s)
Certified Divorce Financial Analyst, Harvard Business School Executive Education Certificate,Series 7, 24, 63, and 65 FINRA licenses
In Business Since
2001
Call me when...
Call me when the workflow of your personal financial and investment planning get lost in the shuffle. My team offers seamless and integrated solutions to organize your big picture.
How to contact
Business Focus
Complete Wealth Management
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