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Three Investment Mistakes That Could Be Killing Your Portfolio

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Green Ridge Wealth Planning Financial Services

Here's The Raw Truth:

Your current investment strategy could be leaving a LOT of money on the table year after year. Bobby and Jordan have helped hundreds of investors discover the major opportunities that were missing from their portfolios.

Find out what most Financial Advisors are afraid you’ll find out, like:

  1. “Diversification” is just LAZY! What proactive strategies did we leverage in 2020?

  2. You’re Overinvested in Losers - These are hidden problem areas in your portfolio that are absolutely sucking your returns.

  3. You’re Underinvested in the Winners - These are the opportunities you do not want to miss for 2021.

  4. +BONUS CHAPTER: What they’re not telling you about commissions and bias. Your current investment manager is going to hate this.

Our Team

Robert J. Mascia

Robert J. Mascia, CFBS


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
Jordan Kaufman

Jordan C. Kaufman, CFA, CFP

Chief Investment Officer

Jordan Kaufman is our numbers guy, as you can see from his Masters in Statistics from Columbia University, CFA and CFP designations. Jordan spent his career in hedge funds and institutional asset management, giving him perspective few in the financial advisory field have. Jordan joined GRWP as Partner and CIO in 2020, sharing with Bobby the same passion for his clients, vision for the firm, and entrepreneurial spirit to adapt and evolve to the ever-changing world and needs of his clients.

Jordan lives in Ridgewood with his wife Justine, daughter Colette, and Penny and Odie, the family dogs. Jordan is an avid golfer, paddle competitor, and volunteers his time with local charities, is on the board of trustees for West Bergen Mental Healthcare, and is an active member of Ridgewood A.M. Rotary club.

Jordan’s Role as CIO:

• Knower of all things market and economy related
• Portfolio creation and risk management
• Financial planning and tax management
Education / Certifications:
• George Washington University: B.A.S. Economics and Statistics
• Columbia University: Master’s degree, Statistics
• Chartered Financial Analyst (CFA)
• Certified Financial Planner (CFP®)
• Wealth Advisor - Opt Advisory
• Portfolio Manager - Oppenheimer & Co
• Vice President, Asset Management - Goldman Sachs
• Senior Investment Analyst - Satovsky Asset Management
• Trader/Research Analyst - Davis Capital Management
• Trader - Hold Brothers Capital, LLC
Stacia Lupinacci

Stacia Lupinacci

Director of Client Relations

Stacia Lupinacci is a career client service professional. Upon graduating from Montclair State University with a B.A. in Business Management, she started her career with Gucci as Account Executive managing relationships for the firm. Stacia left New York to run her marketing business and is an entrepreneur at heart and understands business owners. You will see she brings all of those strengths to her role at GRWP as the Director of Client Relations.

Stacia currently works with clients to ensure they are brought into the Green Ridge Family and helps to facilitate those relationships as they grow with the firm. Her warm personality, diligence, and intelligence helps to build the Advisor/Client relationship into a long-lasting friendship.

Stacia lives in Cedar Grove with her husband Andrew, son Andrew, and daughter Samantha. She is an active member within her community, working with her chamber of commerce and other local organizations and charities.

Stacia’s Role as Director of Client Relations:

• Securing all clients are walked through our 8-week onboarding process and is welcomed into the GRWP family
• Administration needs for all clients, including account opening, calendaring, and account management
• Assuring all clients are scheduled for reviews and receive communication from the firm throughout the year
Education / Certifications:
• Montclair State University: B.A. Business Management
• Account Executive - Gucci
• Marketing Entrepreneur
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