February 27, 2024 (Montville, NJ) - Green Ridge Wealth Planning, a leading financial planning and investment management fiduciary, has announced that Bobby Mascia, Founder and CEO and Jordan Kaufman, CIO and Partner haver been named “Leader’s in Finance” by NJBIZ magazine.
According to the NJBIZ website, “The NJBIZ Leaders in Finance awards celebrate New Jersey’s financial executives at all levels who contribute to the success of their companies as well as their communities. The 2024 honorees are prime examples of leadership in the industry. Honorees were chosen by a panel of independent judges with experience in the financial field. The selections were based on the nominees’ involvement in their industries and communities, as well as their professional achievements.”
Expressing gratitude, Mascia commented, "Jordan and I are truly honored to receive this distinction from New Jersey’s premier business resource. This award reflects the dedication we've invested in building this business, delivering white-glove service to our clients, and contributing to the betterment of our communities."
Kaufman added, “Receiving this honor is the proverbial icing on the cake to doing a job I Iove with a team that I respect immensely, and clients who feel like family. I am very grateful.”
Stacia Lupinacci, Director of Client Relations and founding member of the team, emphasized the well-deserved nature of the recognition, stating, "Bobby and Jordan are both exceptionally deserving of this honor. They bring unique skills to the table yet share a common vision for our company's future and a passion for excellence."
The awards ceremony is scheduled for April 18th at the Somerset Hilton.
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About Green Ridge Wealth Planning
Green Ridge Wealth Planning (GRWP), based in Montville, NJ and founded in 2016, is a financial planning and investment management firm specializing in serving businesses owners, as well as individuals and clients with complex needs. As a fiduciary, the team has a legal and ethical obligation to place clients’ interests above its own. GRWP prides itself on its wealth of financial expertise, creative money management strategies, accessibility, transparency, integrity, and its culture of caring and empathy for clients and employees alike. With carefully vetted partners, including mortgage professionals, tax advisors, estate planning specialists and business strategists, GRWP offers clients a comprehensive suite of services.
About NJBIZ
NJBIZ, the definitive voice of New Jersey business news, is the most mature and distinguished voice in the state. Serving the community since 1987, NJBIZ provides business leaders and executives with the news and information that matters most. We connect and inform businesses through targeted networking and lead-generation opportunities via our recognition events, thought-leadership panel discussions, weekly lists, the annual Book of lists, along with premium online data. NJBIZ is in the business of connecting people and brands with information and each other.
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