Jim Wolfe has more than 27 years of experience in the financial industry, including several years with First Interstate Bank Investment Department,D.A. Davidson & Co. stock brokerage firm, and Commonwealth Financial Network in Boise.
Jim graduated from Boise State University with a BA degree in International Economics. Jim also successfully completed a three year course of study through the Securities Industry Institute at the Wharton School of Business at the University of Pennsylvania.
Jim also maintains the Accredited Investment Fiduciary (AIF) certification from Fiduciary360 (fi360), an organization offering training, tools, and resources to promote a culture of fiduciary responsibility and improve the decision making processes of fiduciaries. The AIF certification signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
Jim has recently chosen to partner with Cetera Advisors, one of the preeminent independent broker/dealers in the United States. The alliance with Cetera ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back office, investment, and technology support.