Bobby Mascia is not only the CEO and Founder of Green Ridge Wealth Planning - but he is also a Forbes Finance Council Member! Forbes Finance Council is an invitation-only organization for executives in successful accounting, financial planning, and wealth management firms.
Check out Bobby’s latest Forbes article, where he covers the 5 reasons advisors should look beyond diversification:
Be sure to check back in the coming weeks, as we will be sharing the next article in Bobby’s Forbes series.
The Green Ridge Wealth Planning Team