Robert J. Mascia, CFBS
Robert J. Mascia, known as “Bobby” to loved ones and clients alike, spent several years preparing to take the giant step of starting his own firm, drawing from his background working both on Wall Street and as an owner of several successful businesses.
His vision was to create a financial planning and investment management experience that differed from what he had seen firsthand. He also knew that he had a unique proposition for business owners and entrepreneurs – a wealth of knowledge from his years of first-hand experience in the family business. Among the most valuable lessons he had learned about achieving financial success was the importance of quality relationships with smart, capable professionals. By 2016, he was ready and launched Green Ridge Wealth Planning.
Fast forward to the present day. Bobby has built a firm true to his vision. Offering business owners, individuals and families a boutique, highly-personalized financial planning and investment management experience. He continues to stay true to his promise to be transparent, accessible and reliable, giving the firm, what clients call, “a family feel.”
Bobby has built a team that shares his vision and passion for excellence. The result? A growing business where clients trust our team to guide them through life’s financial complexities.
As a de facto business coach, Bobby is eager to share his breadth of knowledge and experience surrounding his successes with GRWP clients and via his popular podcast, Business Unchained.
Bobby’s Role as CEO:
- Helping our firm’s clients strategize on how most efficiently to attain financial freedom by looking at their entire picture as an integrative specialist, putting the pieces of the puzzle together, and working with the clients to attain their best outcomes.
- Positioning the firm and its resources to give our clients best-in-class results
- Strategizing with business owners as a business owner with an entrepreneurial mindset
Recognitions:
- NJBIZ Leader in Finance 2024
- NJBIZ Family Business Panelist 2024
- Inc. Magazine Best Workplaces 2024
Education / Certifications:
- Lehigh University: B.S., Finance, B.S., Marketing
- Certified in Business Succession Planning
- Certified Family Business Specialist (CFBS)
- Forbes Finance Council 2022
- Forbes Finance Council 2023
Bobby lives in Far Hills, NJ with his wife Brooke and three children. In his spare time, he coaches his boys in competitive sports, plays softball and enjoys cycling and mountain biking.