Kari Wolfson | Boston, MA Financial Advisor | Adviser Investments
Kari Wolfson
Partner, Wealth Adviser
617.321.2200 Schedule a Meeting
617.321.2200

Kari Wolfson

Partner, Wealth Adviser


Background Experience

Kari works directly with individual clients, managing their accounts and ensuring that all their service needs are taken care of. She joined Adviser Investments in 2011 after moving to the Boston area from Chicago. Kari previously worked in a client service role at Astor Capital Management. She graduated from DePaul University in 2008 with a B.S. in finance. In 2022, she was honored in Boston magazine as a Five Star Wealth Manager. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a member of the Financial Planning Association. Kari lives in Needham, MA, with her husband, sons and sheepadoodle. She likes traveling and cheering on her home team, the Iowa Hawkeyes.

Awards

Five Star Wealth Manager (2022)

Certifications

CFP®

The Best Financial Advice I Ever Received

Automate your savings. “Do not save what is left after spending; instead spend what is left after saving.” ― Warren Buffett

Call: 617-321-2200
Address

85 Wells Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Retirement Planning
Estate Strategies
Multigenerational Financial Planning
Investment Management
Employee Benefits Maximization
Philanthropic Advising
Cash Flow Planning

Kari's Latest Insights

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