Bob Wolfe, CFP®, EA, CSLP®
Tax‑Focused, Tech‑Forward Advisor for Healthcare Providers & Caregivers
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Serving Clients Nationwide
Tax‑Focused, Tech‑Forward Advisor for Healthcare Providers & Caregivers
Areas of Focus
- Cash Flow
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Student Loan Advising
- Taxes
About Bob Wolfe, CFP®, EA, CSLP®
Hi, I'm Bob Wolfe. I'm a Certified Financial Planner®, IRS Enrolled Agent (EA), and Certified Student Loan Professional (CSLP). I became one of the youngest individuals in the world to earn the CFP® designation, and I also like to call myself a “Certified Tax Nerd”, a bit tongue-in-cheek, but an honest reflection of my passion for navigating the complex worlds where money intersects with government programs.My career began managing portfolios at national wealth management firms, where we oversaw more than $6 billion in client assets. I had the privilege of working with a wide range of clients, from Fortune 500 CEOs to professionals carrying over $1 million in student debt.
Through these experiences, I developed deep technical expertise, but also saw firsthand how cookie-cutter advice often fails to meet people’s real needs. My volunteer work helping families facing bankruptcy has been equally meaningful and has shaped my perspective on what truly matters in financial planning.
Driven by a desire to offer something better, I founded HealthyFP (Financial Planning). My goal is to create clear, actionable, and adaptable financial roadmaps that are tailored to each person’s life and goals. I believe in collaboration, trust, and follow-through, not commissions, hype, or one-size-fits-all advice. For me, financial planning is a living process that evolves with life’s changes, allowing my clients to take action today without sacrificing their future.
Outside of work, I’m a New Jersey native and a washed-up lacrosse player who loves hiking, swimming, and relaxing in a hammock by the water. I’m an avid non-fiction reader, but I also have a soft spot for trash TV to unwind. My favorite band is the Red Hot Chili Peppers, and if I’m watching a movie, it’s probably The Princess Bride.
Mental health advocacy is important to me. I know how much stress money can cause, and I’m committed to supporting my clients as whole people, not just financial cases.
I draw a lot of inspiration from my father, who never missed one of my events, and I try to live by a few guiding principles: “Direction over Speed,” “Principles Outlive Tactics,” “Thoughtful Opinions Held Loosely,” “Own Your Actions,” and “Live Deliberately.”
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Student Loan Professional (CSLP)
- Enrolled Agent (EA)
Affiliations
-
CFP Board
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
425 Fayette St, Conshohocken, PA 19428
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a financial checkup. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About HealthyFP
At HealthyFP, we're your money guide for life's changes.Your dollars need to keep pace with your biggest goals. HealthyFP builds clear, step‑by‑step plans for busy people so you can enjoy today while staying ready for tomorrow. We automate your savings, fine‑tune your resources, and remove money stress so you can focus on life, not spreadsheets.
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.
Ready to Make Financial Freedom Inevitable?
Schedule your complimentary Financial Health Check today and start your journey to clarity and peace of mind.
Education
William Paterson University of New Jersey, Bachelors of Science in Financial Planning, Minor in Professional Sales
Volunteer Experience
Have been volunteering for an hour a week for years to give financial counsel to those less fortunate. In an effort to enable the families we serve to have an impact as well, we donate a months worth of fees to a charity of choice for anyone who is referred to us.
Hobbies and Interests
- Camping
- Canoeing
- Cooking
- Family
- Hiking
- Reading
- Relaxing
- Skiing
- Swimming
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Caregivers
- Contractors
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Newly Engaged / Newlywed
- Parents
- Physicians
- Special Needs
- Specialty Sub-Contractors
- Technology Professionals
- Therapists
- Young Families
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