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John H. Wolff, CFP®, AIF®

Managing Director & Principal, Wealth Advisory

703.972.6362 | john.wolff@belr.com

John and his team joined Bronfman Rothschild in 2017 after 10 years as CEO of Capital Fiduciary Advisors (CFA), an independent Registered Investment Advisor firm he founded in 2006. At CFA, he and his associates provided clients with objective, unbiased investment and financial planning advice. Before forming CFA, John was a Managing Director at Andersen Tax in McLean Virginia where he was responsible for the Investment Advisory practice and led a team that advised on over $2 billion of client assets– private and institutional. Prior to Andersen Tax, John spent 16 years with Prudential Financial in the Washington DC region as a Managing Director.
The Consumer Research Council of America named John as a Top Financial Planner for seven consecutive years and the National Association of Board Certified Advisory Practices named John as one of Washington’s Premier Wealth Advisors in 2011 and 2012. In 2015, John received the Washington DC’s Top Money Manager Award from SmartCEO Magazine.
John is an active member of the Financial Planning Association (FPA), Investment Management Consultants Association (IMCA) and the Social Investment Forum, the SRIResearch Association. John is also a member of several local organizations including the Board of Directors and Treasurer of Loudoun Youth Inc. and Board of Directors of the Community Foundation for Northern Virginia. John is also involved with environmentalorganizations such as the Nature Conservancy and Loudoun County’s agricultural initiatives.

Specific experience

  • CEO, Capital Fiduciary Advisors
  • Managing Director, Andersen Tax
  • Managing Director, Prudential Financial

Industry Involvement

  • Accredited Investment Fiduciary (AIF®)
  • Certified Financial Planner (CFP®)
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)

Education

  • Shepherd University, BA, Business Management
  • American College, Executive Certifications
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.