No Photo Available

Last Update


This profile was last updated on .

Is this you? Claim your profile.

Wrong Robert Wolfe?

Mr. Robert B. Wolfe

Managing Director

United Capital

Direct Phone: (305) ***-****       

Get ZoomInfo Grow

+ Get 10 Free Contacts a Month

Please agree to the terms and conditions

I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Grow at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

United Capital

620 Newport Center Drive Suite 500

Newport Beach, California 92660

United States

Company Description

We offer highly personalized, straightforward wealth management for individuals and institutions; we are conservative investors, avoiding the latest momentum driven sector in favor of long-term commitments to high quality securities while always looking t ... more

Find other employees at this company (2,852)

Background Information

Employment History

Vice President

Compu-Val Investments

Vice President

McKean , Paul , Chrycy , Fletcher & Co.


NFLPA Registered Player Financial Advisor
NFL Players Association

Board Member

Managing Member
Domani Capital Group , Llc

Vice President and Member
Capital Planning Group


Bachelor's of Science degree


Indiana University of Pennsylvania

Web References (33 Total References)

Robert B. ... [cached]

Robert B. Wolfe

CFP®, Managing Director
Rob has built a reputation as a highly competent financial planner by having helped clients achieve their personal financial objectives with customized investment planning strategies.
Respected for his knowledge of current financial planning issues, Rob is frequently quoted by The Wall Street Journal and Dow Jones Newswire, contributes articles on investment and financial planning to local, regional and national publications, and has been a frequent guest on CNBC's "Make Your Money Work" segment of their "Power Lunch" program.
His distinguishable expertise and service earned him the prestigious "2000 Ticker Ace Advisor of the Year Award for Best Educator," which is presented annually by the industry-renowned Ticker Magazine to one advisor throughout the entire country who has demonstrated the most superior proficiency and skill in client education. He has been repeatedly named to Medical Economics' exclusive list of "The 150 Best Financial Advisors for Doctors.
Executive Assistant to Neal Slafsky and Robert Wolfe

Rob Wolfe Lends Investment ... [cached]

Rob Wolfe Lends Investment Advice to Consumers Digest

Rob Wolfe, managing director at United Capital, is quoted in a Consumers Digest article explaining if deferred-income annuities are a good fit for certain portfolios.

United Capital | Private Wealth Counseling [cached]

Robert Wolfe, Managing Director of United Capital

Rob Wolfe, Managing Director ... [cached]

Rob Wolfe, Managing Director United Capital, discusses difficulties of advising professional athletes with The Wall Street Journal

Source: The Wall Street Journal
Veronica Dagher of The Wall Street Journal quotes Rob Wolfe, financial advisor at United Capital, in an article about the challenges that can arise when advising a celebrity client.
Wolfe, whose clients include NBA players, says he helps them obtain insurance coverage in the event of a disabling injury. While it is difficult for athletes to acquire traditional insurance, Wolfe suggests the basketball players find coverage through other options, such as excess-risk carriers.

The Financial Planning Association of Miami-Dade [cached]

Robert B. Wolfe, CFP® Co-Director of Sponsorship

Similar Profiles

Other People with this Name

Other people with the name Wolfe

Michael Wolfe
Meltzer Purtill & Stelle LLC

Scott Wolfe

Matt Wolfe
KBE Building Corporation

Sue Wolfe

Robert Wolfe
Cenveo , Inc.

City Directory Icon

Browse ZoomInfo's Business Contact Directory by City

People Directory Icon

Browse ZoomInfo's
Business People Directory

Company Directory Icon

Browse ZoomInfo's
Advanced Company Directory