Jeff Wolfe works with high-earning individuals, families, and business owners who want to be smarter and more intentional about taxes, income, and long-term wealth. Much of his work centers on using advanced insurance-based strategies to reduce tax exposure, create reliable lifetime income, and transfer wealth efficiently across generations.
Jeff is an agent with True Path Financial, affiliated with National Life Group, where he focuses on advanced planning strategies such as tax-efficient income and accumulation, estate equalization using life insurance, lifetime income planning, and premium finance solutions for high-net-worth families. His approach is always planning-first and education-driven. He collaborates closely with clients and their CPAs and attorneys to make sure strategies fit real goals, family dynamics, and long-term tax considerations — not just products.
With over 20 years of experience in the financial services industry, Jeff began his career at UBS Wealth Management, later working as a financial advisor at Smith Barney (which became Morgan Stanley), and then with New York Life. He holds his Series 7 and Series 66, Life & Health, and Property & Casualty licenses, is a CFP® candidate, and maintains a California insurance license (0F83119).
Outside of his professional work, Jeff is deeply involved in service to others. He is a first responder and EMT, volunteering with Providence Hospitals and the LA County Sheriff’s Department. When he has time to unplug, you’ll often find him on the water — he’s an avid boater and holds a U.S. Coast Guard captain’s license.
Jeffrey is a Registered Representative and Investment Adviser Representative and is securities licensed in CA and insurance licensed in CA.
CA Insurance License #0F83119