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Business Profile

Financial Planning Consultants

Wolf Financial Solutions

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Planning Consultants.

About

This business has 1 alert

Important information

  • Government Actions:
    Government Action: BBB reports on known government actions involving business’ marketplace conduct:
    Dept of Insurance v Michael Wolf

    According to the California Department of Insurance, on May 7, 2018 the owner of this company, Michael Wolf and Randall Keith Smith, 60, of Oceanside were arrested by Department of Insurance detectives on 16 felony counts including grand theft, forgery, and caretaker theft, for allegedly stealing more than $700,000 from an annuity policy that Wolf sold to a dependent adult victim. 


    The department suspended Wolf's insurance license. This case is being prosecuted by the San Diego County District Attorney's Office.


    The California Department of Insurance revoked this person's license effective May 1, 2019.


    The case with the San Diego County District Attorney's Office is pending.

About This Business

Mike Wolf & Associates is a Financial Planning Company that has been serving Ventura and Los Angeles Counties since 2003, and are dubbed, Southern California's "safe money" specialists. They are not Stock Brokers or Mutual Fund Salespeople and do not offer Securities for sale. Customer financial security is their number one goal, and they use principal guaranteed investments to assure customer peace of mind. They are a member of the National Ethics Bureau.

Years in Business: 22

Business Details

BBB File Opened:
5/7/2010
Business Started:
1/1/2003
Business Started Locally:
1/1/2003
Type of Entity:
Sole Proprietorship
Alternate Names:
Mike Wolf & Associates
Mike Wolf
Mike Wolf and Associates
Business Management:
Mr. Mike Wolf, Owner

Additional Contact Information

Customer Contacts
Mr. Mike Wolf, Owner
Fax numbers
Primary Fax: (805) 222-5490
Additional Email Addresses
Primary: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 0G32345 for this business, issued by Department of Insurance

Department of Insurance

300 South Spring Street, 14th Floor

Los Angeles CA 90013

Additional Information

Other Resources
Department of Insurance
300 South Spring Street, 14th Floor
Los Angeles CA 90013
Phone Number: (213) 346-6464
http://www.insurance.ca.gov
[email protected]

More Resources

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