Carli Wolffe
Senior Client Service Associate
Carli is a Senior Client Service Associate at 360 Financial, where she plays a vital role in supporting advisors and clients through clear communication and attentive service. With over ten years of experience in operations and client services management at various RIA firms, she is dedicated to understanding each client’s unique needs and ensuring their experience is seamless and positive. Carli’s attention to detail and genuine care foster a welcoming and supportive environment.
Outside of work, Carli enjoys spending time with her husband and son, August. She also has a pastry degree and went to culinary school.
Her superpower: Making people laugh.
Biggest influence in her life: Her son, August—He keeps her focused, fun, and humble.
Biggest passion outside of work: Her family.
Historical figure she’d love to have coffee with: David Bowie.
Carli is a Senior Client Service Associate at 360 Financial, where she plays a vital role in supporting advisors and clients through clear communication and attentive service. With over ten years of experience in operations and client services management at various RIA firms, she is dedicated to understanding each client’s unique needs and ensuring their experience is seamless and positive. Carli’s attention to detail and genuine care foster a welcoming and supportive environment.
Outside of work, Carli enjoys spending time with her husband and son, August. She also has a pastry degree and went to culinary school.
Her superpower: Making people laugh.
Biggest influence in her life: Her son, August—He keeps her focused, fun, and humble.
Biggest passion outside of work: Her family.
Historical figure she’d love to have coffee with: David Bowie.