Robert Wolfe, CFP®

Robert Wolfe, CFP®

Rob is a Certified Financial Planner® (CFP®) and started in the wealth
management industry immediately after obtaining his undergraduate degree in
finance in 1992. He specializes in the design and implementation of customized
and sophisticated wealth management strategies for his affluent clients – the
majority of which are successful investment real estate owners/developers,
entrepreneurs, business owners, physicians, senior corporate executives,
professional athletes, and professional coaches.

Prior to joining his current firm, Apollon Wealth Management as a Managing
Director, he was the Head of Office / Vice President of a regional office for
Goldman Sachs Personal Financial Management, the Managing Director for a
regional office for United Capital Financial Advisers, and an adjunct professor at
Florida Atlantic University where he taught the CERTIFIED FINANCIAL PLANNER®
Professional Education curriculum.

Through the years, Rob has had the opportunity to help his clients achieve their
goals through the implementation of a multitude of wealth planning techniques
including several investment real estate focused strategies: 1031 exchanges,
Delaware Statutory Trusts (DSTs) and Qualified Opportunity Zones (QOZs).
Respected for his knowledge of current wealth management issues, Rob has been
quoted by The Wall Street Journal and Dow Jones Newswire, has contributed
articles on wealth management topics to local, regional, and national
publications, was a guest on CNBC’s “Make Your Money Work” segment of their
“Power Lunch” program, and was a featured SME speaker at multiple conferences
and symposiums. He was 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 advisor throughout the entire country
demonstrating superior proficiency and skill in client education.

Rob and his wife have owned property and spent considerable time in the
Upstate for over 15 years. They are now proud South Carolina residents and live
in Travelers Rest.

Contact Details
  • Office : 864-517-3621
  • Mobile : 954-952-6205
  • Fax : 864-349-2104

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