About Us

Our belief: 

We are 100% advice driven, working as licensed fiduciaries in your best interest.  We don't just do this because we are legally and professionally bound. We do it because we are committed to trust, integrity and accountability. 

Clients first.  Clear communication.  Total Transparency

We can always do better!
No excuses, we just take responsability!
We hide nothing!
Good advice, no bull!

The Team

Our team helps to break down the comprehensive picture and handle all aspects of your financial life.  We call this "Wealthficiency"

Robert J. Mascia, CFBS

CEO and Founder - Finanical Planner

Robert founded Green Ridge Wealth Planning with the intention of bringing his clients the type of financial planning experience his clients deserve and not an out-of-the-box solution that most advisors give. 

Robert graduated from Lehigh University with a BS in Finance and a BS in Marketing. After a few years in the financial industry, Robert joined his family business franchising restaurants. He spent almost a decade in the business growing it from 20 to 40 locations and managing over 300 people. 

Not growing up in the advisory business and owning his own businesses gives him a different perspective from other advisors.  His mission is to make his clients successful in life by working in their best interests, not with corporate sales goals or commissions driving his recommendations. 

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Jordan Kaufman, CFP, CFA

Certified Financial Planner

Chartered Financial Analyst


Stacia Lupinacci

Director of Client Relations

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Donald Anfuso, MP4L

Mortgage Professional

Rob Greulich CPA Green Ridge of Counsel

Robert Greulich, CPA

Tax Advisor, Consultant and Strategic Partner

Deana Koulasousas Green Ridge Wealth Planning of counsel

Constantina Koulosousas

Estate, Special Needs, Elder Care Attorney and Strategic Partner


Karthik Govindarajan

  • President, Oak Tree Consulting
  • Business Strategist and Strategic Partner

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