Robert R. Wolf has been assisting individuals and small business since 2001. He brings a wealth of experience in comprehensive planning for individuals and small businesses as well as a strong sense of customer care, confidence and integrity to every relationship. By focusing on helping his clients to develop strategies to preserve, protect, and grow what they have worked so hard to achieve. He understands that each client is unique therefore deserves a strategy to match their uniqueness and individuality. In order to accomplish this the need is to be focused on limiting and managing risk which surrounds us everywhere.
He believes by understanding the risks associated with planning for the future; the road ahead becomes less scary. By being a Fiduciary and holding various licenses, Bob understands the importance of education and the need to constantly improve one’s understanding of how to help his clients.
As a license professional continuing education isn’t just required, it is a necessity. With our ever-changing environment; educating oneself is vital. As a holder of a Series 65 allows Bob to be an Investment Advisor Representative through Investment advisory services are offered through First Advisors National, LLC (“FAN Advisors”). FAN Advisors is an investment advisor firm registered pursuant to the regulations of the U.S. Securities and Exchange Commission (SEC). While holding insurance licenses focused in life, health, property and casualty.
Bob believes everyone should seek education in the areas of finance due to the complexity of information available. The old adage, knowledge is power is fitting but knowledge also helps limit mistakes. But the implementation of that knowledge is where the real power of knowledge can be transformed. By focusing on the risks and educating his clients on those risks associated with their
situation helps with their education. As a dedicated husband for over 20 year and father of three children, allows him to be very involved in their numerous activities and sports, actively participates in various church activities, and donates his time and talents to local camps for kids. Investment advisory services are offered through IF Wealth Management, LLC CRD #292215 (“TF Wealth”). TF Wealth is an investment advisor firm registered pursuant to the regulations.