Robert B. Wolfe, CFP®MANAGING DIRECTOR
NFLPA Registered Player Financial Adviser
Rob specializes in the design and implementation of customized and sophisticated wealth management strategies for affluent families. The vast majority of his clients are entrepreneurs, business owners, senior corporate executives, and professional athletes and coaches.
Respected for his knowledge of current wealth management issues, Rob is frequently quoted by The Wall Street Journal and Dow Jones Newswire, contributes articles on wealth management topics to local, regional and national publications, and has been a frequent past guest on CNBC’s “Make Your Money Work” segment of their “Power Lunch” program. He has been repeatedly named to Medical Economics’ exclusive list of “The 150 Best Financial Advisors for Doctors” and in 2000 received the prestigious “Ticker Ace Advisor of the Year Award for Best Educator” presented annually by the industry renowned Ticker Magazine to one adviser throughout the entire country demonstrating superior proficiency and skill in client education.
Rob is the creator of The Wealth Empowerment Formula™ – a comprehensive wealth management client advice delivery system, and was formerly an adjunct professor at Florida Atlantic University, where he taught the CERTIFIED FINANCIAL PLANNER™ Professional Education curriculum.
Prior to joining United Capital Financial Advisors, Rob was a partner at Compu-Val Investments, Inc. in Wilmington, Delaware. He graduated Summa Cum Laude with a Bachelor’s of Science in Finance from Indiana University of Pennsylvania and completed a course in Leadership Excellence at the University of California at Berkley. He also completed the CFP® Professional Education Program and the Accredited Asset Management Specialist Program at the College for Financial Planning in Denver, Colorado. He is an active member of The Financial Planning Association.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.