Robert Wolfe

Robert B. Wolfe, CFP®


Rob Wolfe assists clients with the design and implementation of customized and sophisticated wealth management strategies at the Ft. Lauderdale office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs.

Prior to joining what is now Goldman Sachs Personal Financial Management, Rob was a Partner at Compu-Val Investments, Inc. in Wilmington, Delaware. He also formerly served as an Adjunct Professor at Florida Atlantic University, teaching the CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional Education curriculum.

Rob graduated Summa Cum Laude with a Bachelor of Science in Finance degree from Indiana University of Pennsylvania. He also earned his CFP® designation from the College for Financial Planning in Denver, Colorado, and is an active member of the Financial Planning Association.

Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co. or Mercer Allied Company, L.P. (“Mercer”), member FINRA/SIPC. GS&Co., Mercer and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.