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This profile was last updated on 2/26/15  and contains information from public web pages and contributions from the ZoomInfo community.

Robert B. Wolfe

Wrong Robert B. Wolfe?

Managing Director

Phone: (561) ***-****  
Email: r***@***.com
Local Address:  Fort Lauderdale , Florida , United States
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...   more

Employment History

  • Vice President
    United Capital
  • Managing Director
    Capital Planning Group , LLC
  • Vice President
    Capital Planning Group , LLC
  • Sales Assistant
    Capital Planning Group , LLC
  • Managing Director
    Investment advisory services
    United Capital Financial Advisers
  • Vice President
    Seitlin & Co.

Board Memberships and Affiliations

8 Total References
Web References
Rob Wolfe Lends Investment ..., 1 Nov 2013 [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.
Robert B. ..., 13 Aug 2011 [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
United Capital | Private Wealth Counseling, 13 Aug 2011 [cached]
Robert Wolfe, Managing Director of United Capital
Rob Wolfe discusses difficulties of advising celebrities with The Wall Street Journal |, 14 Mar 2011 [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.
Robert Wolfe: Expects United ..., 4 Oct 2009 [cached]
Robert Wolfe: Expects United Capital to keep acquired firms as partners. Robert Wolfe: Expects United Capital to keep acquired firms as partners. Robert Wolfe, managing director of Miami-based Capital Planning Group LLC, which was acquired by United Capital on Sept. 1, said he expects the firms that were acquired to remain a partnership, and he does not expect them to be sold or spun off in an IPO.
"All three options are viable," said Mr. Wolfe, whose firm has about $300 million under management.
But Mr. Wolfe said he has no regrets.
"United's mission is to become the first firm with a national footprint, and their value proposition is straightforward: They provide technical and operational synergies," he said.
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