Robert Wolfe

Robert Wolfe - Senior Leadership in Wealth Management

A former Division-I wrestler at Drexel University, Robert Wolfe earned a National Freshman All-American honorable mention during his first and only year at the school, after which he transferred to Indiana University of Pennsylvania. He graduated summa cum laude with a bachelor of science in finance and later completed the CFP Professional Education Program at the College of Financial Planning while serving as senior vice president at Affinity Wealth Management in Wilmington, Delaware. Robert Wolfe served six years in this position.

From 2000 to 2009, Mr. Wolfe served as vice president at Capital Planning Group, LLC, in Fort Lauderdale, Florida. He has since expanded his expertise in the financial services sector via positions in diverse settings. Mr. Wolfe has held executive roles with various firms, including United Capital Financial Advisors and Integritas Transition Consultants. He also spent time as an adjunct professor at Florida Atlantic University.

Particularly well versed in wealth management and exit planning, Robert Wolfe authors articles on both topics for a variety of publications and has been a featured guest on the Make Your Money Work segment on CNBC's Power Lunch program. He has served as managing director at Apollon Wealth Management since 2021, where he primarily works with affluent families and clients in professional sports.

Robert Wolfe

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Robert Wolfe
Charleston, SC US