Jeff Wolniewicz, MBA, CFP®, RICP®, ChFC®, CLU®
Financial Representative


C&W Financial

Professional

Jeff Wolniewicz is a Financial Advisor with Northwestern Mutual, specializing in financial planning for individuals and businesses. He works closely with professionals in the corporate banking and medical field, attorneys and entrepreneurs to help them prepare for financial success.

Prior to starting his practice, Jeff Wolniewicz graduated from Binghamton University in 2007, where he received a Bachelor's of Science of Business Management with a concentration in Marketing.  After finishing his undergraduate degree, Wolniewicz, remained at Binghamton University to pursue a Masters of Business Administration.  From there Jeff received his MBA in 2009 with a concentration in Marketing.

Professional education is extremely important to Jeff and his team. In 2014, Wolniewicz earned the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification as awarded by the CFP Board of Standards, Inc. Jeff has committed himself to lifelong learning and the pursuit of professional designations in order to best serve and be the best resource to his clients.

“Jeff is the quintessential example of a professional,” said Matt Holleran, Assistant Regional Director. “The CFP® is an acknowledgement of Jeff’s commitment to improve his education and standards as well as conveys the best possible acumen to his clients. Wolniewicz continues to invest in his practice by building a top-flight team and incorporates technology in a way that makes it easier for clients to understand their plan. The CFP® is a testament to his dedication in the career!”

Jeff also holds his New York State Life Accident and Health License and Series 6, 63 and 65 licenses.

Awards and Recognition

• National Association of Insurance And Financial Advisors (NAIFA) Quality Award: 2014
• NAIFA William J McLaughlin Award Rookie of the Year: 2014

Associations and Memberships

Jeff Wolniewicz is a member of the National Association of Insurance and Financial Advisors (NAIFA) as well as a member of NAIFA's local Buffalo chapter. NAIFA's mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

Career Achievements

• Northwestern Mutual Gold Award 2014-2015
• Northwestern Mutual Silver Award 2013-2014
• Northwestern Mutual Bronze Award 2012-2013
• Northwestern Mutual First 40 Award 2012

 

 

Years of Experience

Representing Northwestern Mutual since 2011.

Awards and Recognition

 

National Association of Insurance and Financial Advisors Quality Award 2014-2015

Award recognizing commitment to excellence in service to clients and industry

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck