Robert J. Mascia, CFBS
CEO, FOUNDER &
Robert Mascia, Bobby, founded Green Ridge Wealth Planning to offer his clients boutique, highly personalized financial planning and investment management services. Bobby lives in Basking Ridge, NJ with his wife Brooke, sons Aidan and Danny, and daughter Riley. In his spare time he coaches his boys in competitive sports, plays softball and enjoys cycling and mountain biking.
Why Create GRWP?
• His goal was to create a firm that was free from commissions, so that when you do better, the firm does better.
• He realized that the difference between successful people that built a strong financial foundation and those
that lived spoon to mouth was good advice from a team of trusted professionals.
Bobby’s Role as CEO:
• Helping the firm’s clients strategize on how to most efficiently attain financial freedom through planning and investment management
• Positioning the firm and its resources to give our clients best in class results
• Strategizing with business owner clients to make the most out of their largest asset
Education / Certifications:
• Lehigh University:
B.S. Finance , B.S. Marketing
• Certified in Business Succession Planning
• Certified Family Business Specialist (CFBS)
• Consultant for asset management firms and hedge funds, including Martin Zweig
• Corporate real estate analysis for Thompson Financial
• Owner / Operator of over 40 successful franchise and independent businesses