Keith Wolff

Keith J. Wolff, CFP®, CLU®
Managing Partner
Wolff Financial Group, LLC

Keith, a CERTIFIED FINANCIAL PLANNER™ professional who also holds the CHARTERED LIFE UNDERWRITER designation, has been in the financial services industry for over 25 years. He works with business owners, high net worth individuals, and families on their insurance needs, wealth management/retirement planning, and business and estate planning. His areas of focus include business succession, executive benefits, estate conservation, wealth management and retirement planning. He has qualified for the *Million Dollar Round Table (MDRT) every full year he has been in the business. 

Keith is also a Life Member of the prestigious “Top of the Table”, representing the top (less than 1%) insurance and financial professionals in the world. Keith was featured in LIFE Foundation videos and has spoken at MDRT as well as several National Association of Insurance and Financial Advisors (NAIFA) chapter meetings. Other achievements include:

  • Forbes 2022 – 2026 Best-In-State Financial Security Professionals
         Named #1 in CT 2025
  • MassMutual Top of the Council
  • 2008 Hartford Business Journal’s “40 Under Forty” Award

Keith earned his B.A. in Economics from Trinity College in Hartford, CT where he was an All- American and Academic All-American basketball player. In Keith’s junior and senior years, he was chosen as the top male student-athlete in his class.  In 2025, Keith was inducted into the Trinity College Athletics Hall of Fame.  He was aslo inducted into the New England Basketball Hall of Fame (2006), the Kingswood Oxford School Athletics Hall of Fame (2016) and Manchester Sports Hall of Fame (2016).

Keith’s involvement in the local community goes beyond the insurance and financial services industry. He is a member of the Board of Trustees of Hartford Youth Scholars and serves as the Chair of the Advancement/External Relations Committee and is Chair of HYS’ first Comprehensive Campaign. Keith is also a Corporator at Dime Bank.  Keith’s other past community activities included serving as a member of the Board of Trustees of Kingswood Oxford School, Eastern Connecticut Health Network (ECHN), as well as the Chair of ECHN’s Finance Committee. He served as a board member of NAIFA-Hartford and the Trinity College Club of Hartford, executive board member of the Tolland Fund, and Board of Trustees member of Hebrew Home & Healthcare.

Keith gets a tremendous amount of enjoyment in staying active and spending time with his wife, Kris, and two sons, Jackson and Devin.

 

*Million Dollar Round Table (MDRT) is a membership program.

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