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620 Newport Center Drive Suite 500
Newport Beach, California,92660
We specialize in advising employees of major corporations whose focus is in energy, food and beverage, telecommunications, defense, technology, and utility industries. We are very familiar with the benefits of these companies and we work independently to provi... more.
Brandofino Communications Inc
Advisory Board Member
Capital Planning Group
NFL Players Association
NFLPA Registered Player Financial Advisor
Domani Capital Group , Llc
Bachelor's of Science degree
Indiana University of Pennsylvania
Robert B. Wolfe
CFP®, Managing Director email@example.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
If you're shopping for life insurance, you need to be smoke-free for at least a year to get nonsmoking rates, says Robert Wolfe, managing director of United Capital, a financial advising firm.
Bad credit may be having a bigger impact on your car insurance bill than you realize. Credit history can impact your car insurance rates more than your driving record, according to Consumer Reports. Only California, Hawaii and Massachusetts ban the practice. The worse your credit, "the higher the risk your insurer sees you as," Wolfe says.
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 Wolfe, Managing Director of United Capital
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.