Advisor picture
First Command Bonita Springs

Chuck Wolfe

First Command Financial Advisor
Contact
(239) 444-5971
9220 Bonita Beach Road
Bonita Springs, Florida, 34135
About Chuck
Chuck Wolfe joined First Command Financial Services as a Financial Advisor in April 2006, following a 26-year career in the United States Air Force, where he attained the rank of Colonel.

A graduate of the United States Air Force Academy with a Bachelor of Science in Operations Research, the University of West Florida with a Master of Business Administration degree, the Air Force Institute of Technology with a Master of Science in Operations Research and the Air War College with a Master of Strategic Studies degree, Chuck holds Series 6, 63 and 65 securities licenses plus state life and health insurance licenses. He is a member of the Financial Planning Association.

Understanding that the single most powerful contributor to financial well-being is behavior, Chuck works closely with his clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. And through ongoing planning to address changes in one's financial and personal circumstances, Chuck is ready to assist clients as they pursue their goals through a lifetime financial journey.

An active member of First Presbyterian Church, Chuck enjoys reading and kayaking. He is married with two children.
First Command
Find an Office Near You