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2016-08-02T00:00:00.000Z

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Wrong Robert Wolfe?

Mr. Robert B. Wolfe

Managing Director

United Capital

Direct Phone: (305) ***-****       

Email: r***@***.com

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United Capital

500 Newport Center Drive 2Nd Floor

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 (20,528)

Background Information

Employment History

Fifth Adviser

CPG

Partner

Compu-Val Investments

Vice President

McKean , Paul , Chrycy , Fletcher & Co.

Affiliations

NFLPA Registered Player Financial Advisor
NFL Players Association

Board Member
FPA

Managing Member
Domani Capital Group , Llc

Vice President and Member
Capital Planning Group

Education

Bachelor's of Science degree

finance

Indiana University of Pennsylvania

Web References (37 Total References)


Robert B. ...

united-capital-of-south-florida.unitedcp.com [cached]

Robert B. Wolfe

CFP®, Managing Director
robert.wolfe@unitedcp.com
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 ...

www.unitedcp.com [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.


Rob Wolfe, Managing Director ...

www.unitedcp.com [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.


United Capital | Private Wealth Counseling

www.unitedcp.com [cached]

Robert Wolfe, Managing Director of United Capital


News and Events | www.unitedcp.com

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United Capital of South Florida Managing Director Robert Wolfe quoted in Wall Street Journal article.

Mon, 03/14/2011
Rob Wolfe, Managing Director United Capital, discusses difficulties of advising professional athletes with The Wall Street Journal

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