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Wolfe, Bob 7105 5x7

A team approach

Our people collaborate to deliver highly personalized service to you.

James J. Ciprich
James J. Ciprich
CFP®, MBA
Partner and Wealth Advisor
Christopher J. Cordaro
Christopher J. Cordaro
CFP®, CFA, MBA
Partner, Chief Investment Officer and Wealth Advisor
Matt Mignon
Matt Mignon
CFP®, CIMA®
Wealth Advisor
James W. Reilly
James W. Reilly
CFP®, MBA
Partner and Wealth Advisor

Bob Wolfe

CFP®, CSLP®
Associate Wealth Advisor

As an Associate Wealth Advisor, Bob is responsible for analyzing the client’s financial picture, preparing recommendations, and supporting Wealth Advisors in our development of strategies to help clients reach their goals. Bob graduated from William Paterson Magna Cum Laude with a degree in Financial Planning. Prior to joining RegentAtlantic, Bob worked at Wealth Enhancement Group in New Jersey. Bob is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Student Loan Professional (CSLP®).

In his free time, Bob enjoys getting out in nature – hiking, going out on the lake, or playing catch. He also enjoys spending time reading, meditating, and exercising.

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