About Green Ridge Wealth Planning

AN EXPERIENCED, DEDICATED TEAM

Green Ridge Wealth Planning was founded by CEO Robert Mascia to offer individuals, families and businesses personalized, strategic financial planning and investment management services. Unlike most financial planners, we are not tied to any one financial institution. We are an independent firm of licensed fiduciaries who have only our client’s best interest in mind. We have carefully vetted a team of experts, including financial planners, mortgage professionals, tax advisors, estate planning specialists and business strategists, to offer our clients comprehensive services with clear communication, total transparency and the utmost integrity.

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Our Philosophy

As a boutique, independent firm, we focus on one thing—our clients’ finances. We don’t sell investment products, we don’t provide loans, we have no corporate goals to exceed, we don’t have an investment banking division, and we don’t charge commissions. Larger firms are incentivized to hold voluminous client books. The more clients, the less individual attention each client receives. We are not a volume-based firm. What we do is highly personal. Our focus is you, your family, your business and your investments.

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Green Ridge Wealth Planning has vetted a team of experts in their field to offer clients best-in-class consulting services and financial advice—or what we call our model of Wealthficiency™. We work together as a team to provide a comprehensive solution for all of your financial needs, coordinating our efforts to save you time and money while reducing your risk and exposure. Our services include retirement planning, asset and estate planning, college planning, business strategy, and much more.

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Meet the Team

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Robert J. Mascia, CFBS

CEO, FOUNDER & FINANCIAL PLANNER

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Jordan Kaufman, CFA, CFP®

PARTNER, CHIEF INVESTMENT OFFICER (CIO)

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Stacia Lupinacci

DIRECTOR OF CLIENT RELATIONS

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Donald Anfuso

Wealthficiency Partner; MP4L, Loan Consultant

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Constantina Koulosousas

Wealthficiency Partner; Estate Planning, Special needs and Elder Care Attorney

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Karthik Govindarajan

Wealthficiency Partner; President, Oak Tree Consulting