As managing director of Apollon Wealth Management, LLC, Robert Wolfe draws upon three decades of experience to help clients achieve their financial goals. He holds a FINRA Series 65 license and is an Accredited Asset Management Specialist and Certified Financial Planner. Robert Wolfe joined Apollon in 2021 after working in executive capacities for firms such as United Capital Financial Advisers and Capital Planning Group, LLC, (both in Fort Lauderdale, FL) and Affinity Wealth Management.
In addition, Robert Wolfe founded and served as CEO of Integritas Transition Consultants, LLC, and worked as a registered representative at Edward Jones & Company and Advest, Inc. He created The Wealth Empowerment Formula™, a wealth management client advice delivery system, and has spoken at conferences on wealth management topics pertinent to athletes and physicians. Moreover, he was a Registered Player Financial Advisor with the NFL Players Association from 2012 to 2021.
Outside of his work in the financial services sector, Mr. Wolfe is a real estate salesperson with Cross Creek Realty, LLC, and is a minority owner of a winery. He spent 2 years on the Economic Development Advisory Board for the city of Fort Lauderdale, FL. He also holds a bachelor of science in finance from Indiana University of Pennsylvania.
