Brian Wolfer joined Dan White & Associates in November 2023, bringing with him over 20 years of experience in the financial services industry. He began his career as a back-office manager, leading a team of processing associates, and later transitioned into an advisory role, managing client portfolios and delivering personalized financial planning advice. A Certified Financial Planner® since 2008, Brian also holds the Series 65 Registration and serves as an Investment Advisor Representative with CoreCap Advisors, LLC.
At Dan White & Associates, Brian is excited to leverage his extensive knowledge and experience to support our Retirement Planning Advisors, ensuring they have the tools and resources necessary to provide top-tier service and sound financial guidance to our clients.
A lifelong resident of Chester County, Pennsylvania, Brian earned his Bachelor of Science in Management from Widener University and went on to complete his Executive MBA at West Chester University. He currently resides in West Chester, PA, and is the proud father of two adult children.
Outside of the office, Brian and his family enjoy a wide range of outdoor adventures, including kayaking, rock climbing, mountain biking, and hiking the Appalachian Trail.