Danielle MacRae, MBA Joins as Financial Planning Coordinator
Montville, NJ (June 18, 2021) – Green Ridge Wealth Planning, headquartered in Montville, recently announced the addition of Danielle MacRae, MBA as Financial Planning Coordinator to the Green Ridge Wealth Planning team. MacRae holds nearly 15 years of experience in the financial industry.
In her new role, MacRae will be responsible for executing base plan creation for clients’ financial plans, providing superb client service, and driving the process for ensuring all new clients successfully complete the Green Ridge planning program.
“We are beyond excited to welcome Danielle to our team,” said Green Ridge Wealth Planning Founder & CEO, Robert Mascia. “She has already exhibited her abilities, and has proven to be an effective communicator, highly-analytical and client-oriented, making her an invaluable addition for Green Ridge Wealth Planning clients and team members alike.”
MacRae has held a career in the financial industry since 2007, working to assist individuals and families attain their financial goals. In her pursuit to further her education in financial planning, Danielle completed the Financial Paraplanner Qualified Professional (FPQP) designation from the College for Financial Planning in 2021.
MacRae received a B.S. in Business Management, a B.S. in Marketing and a Master of Business Administration all from Caldwell University in Caldwell, NJ. She currently resides in Randolph with her husband and two daughters.
For information on Green Ridge Wealth Planning, call 973-554-1770 or visit the website at www.grwealthplan.com.
About Green Ridge Wealth Planning:
Green Ridge Wealth Planning was founded by CEO Robert Mascia because he loathed the way current investment firms were set up to profit for themselves even if the client didn’t profit. The goal he set out for was to ditch the commission-driven world and create a firm that offers individuals, families and businesses fee-only personalized, strategic financial planning and investment management services. Now, with Partner Jordan Kaufman, CFA, CFP®, the Green Ridge Wealth Planning team services clients around the country that are looking to shy away from lazy asset managers and hire a fully engaged team to help them win by using their financial strategies and active investing. The special sauce is something Green Ridge Wealth Planning isn’t afraid to give away. Ingredients: high I.Q., high E.Q., mixed with extra communication and transparency.
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