Robert “Bobby” Wolfe

Associate Financial Planner

As an Associate Financial Planner, Bobby works closely with our planners to service their clients. A regular day may consist of anything between ensuring that all of the data needed for a smooth client on-boarding is obtained to facilitating continued analyses on individual clients to determine any needs. His ongoing work ensures that our clients receive comprehensive and actionable advice in a digestible manner.

After interning for just under two years, Bobby was welcomed on board upon graduating from William Paterson University’s Honors College from a top ranked Financial Planning Program. While at William Paterson, Bobby competed in national financial planning competitions as well as spearheaded a Peer Advisor Services Program where other students could learn to develop their financial wellness from their fellow classmates.

When he is not in the office, he enjoys playing yard games with friends and family, camping, swimming, or having a lacrosse catch.