Bob  Wolfe,  CFP<sup>&reg;</sup> - Financial Advisor

Bob Wolfe, CFP®

EA, CSLP

Financial Advisor

HealthyFP

425 Fayette Street, PO Box 135
Conshohocken, PA 19428-0135
FINANCIAL ADVISOR'S WEBSITE
(215) 510-7597 CONNECT WITH Bob
  • linkedin link
  • youtube link

General

Bob Wolfe is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at HealthyFP in Conshohocken, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - EA, CSLP

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Budget & Debt Management, Charitable & Planned Giving, Buying a Home, Career Change, Business Taxes, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Irregular Income, Getting Married, Startup, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Medical & Health Issues

More

Helpful Financial Planning Resources