The Laith Khalaf Wealth Management Group of Wells Fargo Advisors
Our focus is building enduring relationships with a select group of clients. We provide tailored wealth management solutions shaped by your unique goals, delivered with precision and discretion. Our seasoned team offers decades of experience and unwavering white-glove service, giving you access to strategies designed for Private Wealth.
Laith M. Khalaf, CFP, ChFC, CPWA
Senior Financial Advisor
Managing Director - Investments
About Me
For over two and a half decades, my team and I have served the needs of affluent families, foundations, and nonprofits. We specialize in building the expertise, resources, and professional networks to create tailored solutions that meet the complex challenges our clients may face.As a lifetime martial artist, jiujitsu black belt, and IBJJF Master World Champion (as a brown belt), I am very focused, disciplined, and uncompromising in the pursuit of excellence. This mindset is reflected in our team’s culture, which focuses on developing each member’s expertise and evolving our strategies to stay ahead of the rapidly changing financial and market environment.
In 2011, I earned the CERTIFIED FINANCIAL PLANNER® certification, having met the rigorous experience and ethical requirements of the CFP® Board. In 2019, I completed the elite Certified Private Wealth Advisor® program, offered by the Investments and Wealth Institute® in collaboration with the Yale School of Management, focusing on ultra-high-net-worth client strategies.
I am strongly committed to giving back to our community and country. For over a decade, I have mentored The Ohio State University Honors Cohort business students and given lectures on practical personal finance before they graduate.
My wife and I are passionate advocates for abandoned and abused animals and are avid supporters of the Good Samaritan Fund, which is a fund dedicated to treating animals that otherwise would be euthanized for costly, yet treatable conditions.
I served as Chairman of the Better Business Bureau of Central Ohio’s Foundation and Chairman of Grant Medical Center of Columbus’ Development Board. These roles also give me the unique perspective of working on “both sides of the table” in advising our nonprofit clients.
As a proud alumnus of The Ohio State University, I was honored to have received the highest award The Fisher College of Business gives annually to one executive, out of 80,000 alumni. The Pace Setters Executive Award was in recognition of the significant contributions I have made to the financial industry and community.
I have been recognized as a member of the Wells Fargo Advisors Platinum Council from 2023-20251 and by Forbes as a 2025 Best-In-State Wealth Advisor2.
I am truly blessed and could not have accomplished any of this without the support of our clients, team, family, and my amazing wife, Beth.
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
CA Insurance License Number: 0L37629. Resident State OH.
1 The 2024-2025 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. The 2023 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
2 2025 Forbes Best-in State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). See full list of winners: Forbes award page. View award disclosures. Fee paid for use of marketing materials.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
CA Insurance License Number: 0L37629. Resident State OH.
1 The 2024-2025 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. The 2023 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
2 2025 Forbes Best-in State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). See full list of winners: Forbes award page. View award disclosures. Fee paid for use of marketing materials.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Certificates
CFP, ChFC, CPWA
Awards
- 2025 Forbes Best-In-State Wealth Advisor
- 2023, 2024 & 2025 Wells Fargo Advisors Platinum Council Member
- 2023 Diversity Enhancement Award, The Ohio State University Fisher College of Business
- 2019 FBI Director's Community Leadership Award
- 2019 The Ohio State University Pace Setters Executive Award
Education
- Bachelor of Science, Business Administration, The Ohio State University
CA State License
0L37629
About Us
With decades of experience serving retail and institutional clients, we act as your private financial executive team – providing access to the firm’s most powerful resources and elite specialists to design bespoke strategies for our clients. Guided by a clear vision and a culture of excellence, we consistently exceed expectations with an experience defined by discretion, sophistication, and results.
Investment expertise and advice in an effort to help clients succeed financially
Wells Fargo Investment Institute
Contact Us
Please feel free to contact us with any questions or to schedule a meeting to discuss your financial future.
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