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Edwin W
CFP®, Series 63, Series 65, Series 66
Twin Falls, ID
CWM, LLC
Edwin Woolley is a financial advisor with CWM, LLC based in Twin Falls, ID, holding the CFP® designation and several securities licenses. He has 24 years of industry experience, including prior roles at Cambridge Investment Research Advisors and United Planners Financial Services. Woolley serves as a board member of the Magic Valley Estate Planning Council and participates as a consultant for charitable golf events benefiting fundraising efforts. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary management approach using model portfolios combined with fundamental and technical analysis, third-party sub-advisors, and customized investment tools.
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