Meet Bob Wolfe
Certified Financial Planner® | Enrolled Agent | Certified Student Loan Professional® and Founder of HealthyFP
The Essentials
- Almost ten years helping people win with money
- One of the world's youngest to earn the Certified Financial Planner
(CFP®) designation at age 22 - IRS Enrolled Agent (EA) - I am fluent in tax speak
- Certified Student Loan Professional (CSLP®) for tackling big school debts
- Founder of HealthyFP, where we help those looking to make a positive impact
- Affiliated with XYPN, FeeOnlyNetwork, WealthTender, FPA, CFP Board and Student Loan Help Network.
- Certified Tax Nerd (CTN*)
Bob Wolfe's Professional Journey
I became one of the youngest Certified Financial Planners (CFP®) to earn the designation. Since then, I’ve served clients across the financial spectrum, from managing portfolios for Fortune 500 CEOs, to guiding professionals with more than $1 million in student debt, to volunteering for families working to avoid bankruptcy.
Before founding Healthy Financial Planning, I spent years with national wealth-management firms overseeing more than $6 billion in client assets. That experience gave me deep technical knowledge and revealed what most people are missing: expert-level advice delivered with a personal touch.
I truly love this work. Helping people find clarity and confidence in their finances is what lights me up, and I have no plans to retire anytime soon. When you work with me, you’re not just getting a quick fix, you’re gaining a long-term partner who’s in it for the long haul. I started this firm because people deserve better than generic plans and stuffy meetings. They deserve a partner who listens, simplifies, and delivers a plan they can actually follow and feel good about.
What's Bob like outside of work?
Outside of the spreadsheets and strategies, here’s what makes me, me:
- Native New Jerseyan
- Washed-up lacrosse player
- Hiker
- Swimmer
- Non-fiction reader
- Trash TV enthusiast (yes, I watch 90 Day Fiancé)
- Mental health advocate because money stress is real, and people deserve support that sees the full picture.
- Cat Dad: Bella pictured in all her glory
Fun Facts About Bob:
- My Happy place: My hammock near any body of water
- My hero: My dad (he never missed a lacrosse game)
- Favorite Musician: Red Hot Chili Peppers
- Top 5 personal maxims: Direction Over Speed, Principles outlive Tactics, Thoughtful opinions held loosely, Own your Actions, Live Deliberately
- Favorite Movie: Princess Bride
Impactful Referral Program
For every referred client, we donate 1 month's worth of fees to a charity of your choice.
We’re modern, tech-forward, and future-focused; not your parents’ stock picker.
Our advice is built on data, not hype.
Our tools are built to make life easier, not more complicated.
Our Philosophy
Simplify your journey. Amplify your results. Most financial advice sounds smart but, never turns into action. That’s not us. We’re here to simplify your path and make sure every step is one you can actually take.
Here’s how we do it:
- Leverage
Make every dollar and every minute count
- Simplify
Eliminate overwhelm from your financial life
- Streamline and Automate
Systems that work, so you can live
- Maximize Flexibility
No one has a crystal ball; your plan should adapt as life does
- Direction Over Speed
The right path > the fastest one
- Action Over Theory
Advice is only useful if it moves you forward—ours always does
Our Core Values
Every recommendation we make is built on trust, clarity, and follow-through. We don’t chase fads. We build financial lives with depth, meaning, and purpose.
