Instructor Biography

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Robert B. Wolfe, CFP®, CBEC®

Founder, Chief Executive Officer & President
Integritas Transition Consultants, LLC

 
Rob specializes in the design and implementation of sophisticated planning strategies to allow successful business owners to identify their business exit options and help them monetize their business more quickly, at the highest possible valuation based on their exit goals while simultaneously minimizing tax implications.

In addition to founding and leading Integritas Transition Consultants, Rob has been an independent wealth manager working exclusively with affluent families for over 25 years. He is a Managing Director and runs a South Florida regional office for one of the country’s largest, fastest growing and most innovative independent wealth management firms. In addition to business owners and entrepreneurs, a large percentage of his clients are engaged in professional sports and are either Team Owners, Executives, Coaches and Professional Athletes.

Respected for his experience in wealth management and expertise in exit planning, Rob has been featured in The Wall Street Journal, USA Today and Dow Jones Newswire. He also contributes articles on wealth management and exit planning to local, regional and national publications, and has been a recurring guest on CNBC’s “Make Your Money Work” segment of their “Power Lunch” program.

Rob has been an adjunct professor at Florida Atlantic University where he taught the Certified Financial Planner® Professional Education curriculum and is also the creator of The Wealth Empowerment Formula™ - a comprehensive wealth management client advice delivery system.

He graduated Summa Cum Laude with a Bachelor’s of Science degree in finance from Indiana University of Pennsylvania and completed a course in leadership excellence at the University of California at Berkeley. He also completed the CFP® Professional Education Program and the Accredited Asset Management Specialist Program at the College for Financial Planning in Denver, Colorado.