Bobby Mascia, Cfbs

Bobby Mascia, Cfbs Email and Phone Number

Founder and CEO of Green Ridge Wealth Planning, NJBiz Leader in Finance 2024, owner of 18-store Dunkin' franchise, family office & manufacturing business. De facto business coach. Business Unchained podcast host. @ Green Ridge Wealth Planning
Bobby Mascia, Cfbs's Location
New York City Metropolitan Area, United States, United States
About Bobby Mascia, Cfbs

Robert J. Mascia, known as “Bobby" to loved ones and clients alike, is a seasoned entrepreneur with a background working both on Wall Street and as an owner of several successful businesses. As CEO of Green Ridge Wealth Planning (GRWP), Bobby ensures the firm offers individuals, families, and businesses tailored financial planning and investment management services. Unlike most financial planners, GRWP is not tied to any one financial institution, but is an independent firm of licensed fiduciaries who have only their client’s best interest in mind. In 2024 NJBIZ named Bobby and his partner, Jordan Kaufman, as Leaders in Finance. That same year, Inc. Magazine named Green Ridge Wealth Planning Best Workplaces. In addition to his passion, a wealth management firm that specializes in helping entrepreneurs, Bobby is the owner of an 18-store Dunkin’ franchise, manufacturing business, family office, and de facto business coach. As CEO of Mascia Capital Group, he oversees the Dunkin’ franchises and a bustling manufacturing kitchen generating nearly $30 million in revenue, all located in New Jersey. Finally, Bobby has positioned himself as an entrepreneur eager to share his breadth of knowledge and experiences surrounding his successes as a guest speaker, podcast host, and author.Feel free to reach Bobby via his cell @ (201) 240-5995, he’s that personal!Or check out his Linktree (https://linktr.ee/bobbymascia).

Bobby Mascia, Cfbs's Current Company Details
Green Ridge Wealth Planning

Green Ridge Wealth Planning

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Founder and CEO of Green Ridge Wealth Planning, NJBiz Leader in Finance 2024, owner of 18-store Dunkin' franchise, family office & manufacturing business. De facto business coach. Business Unchained podcast host.
Bobby Mascia, Cfbs Work Experience Details
  • Green Ridge Wealth Planning
    Ceo, Cco, Wealth Manager
    Green Ridge Wealth Planning Feb 2014 - Present
    Montville, New Jersey, Us
    Looking for guidance? Text me @ 201-240-5995We are that personal!Licensed Fiduciary Financial Planning and Custom Active Investment Management for clients that are looking for an advisory team that is down to earth, highly involved, and focused on helping you reach your objectives.We service clients that are tired of paying a fee for off-the-shelf models and solutions. We customize your investment strategy, tax strategy, and financial plan. From super aggressive to super conservative, we have strategies and opinions in the market that are aimed at helping you achieve your goals in the most Wealthficient(tm) manner. No Hidden Fees, No Commissions, No Hidden Agenda
  • Business Unchained
    Host
    Business Unchained Jan 2024 - Present
    Montville, New Jersey, Us
  • Mascia Capital Group
    Ceo, Franchisee
    Mascia Capital Group Jan 2003 - Present
    Montville, New Jersey, Us
    Mascia Capital Group is a private family office managing multiple businesses, including Dunkin franchises, and real estate and private investments and actively looking for growth opportunities across all industries.
  • Emerald Financial
    Financial Planner
    Emerald Financial Oct 2011 - Aug 2014
    Financial PlanningInvestment PlanningRetirement Planning Insurance Planning
  • Thomson Financial
    Financial Analyst
    Thomson Financial Mar 2001 - Mar 2002
    Us
    • Designed capital expenditure budgets for office build-outs and worked with various vendors to track and manage the project• Interacted with internal managers and numerous outside vendors to construct TF Real Estate budgets totaling over $75M• Relocated TF employees affected by the World Trade Center disaster to other TF buildings through vacancy analysis and matching business needs with available space• Completed “Frontiers in Corporate Finance" executive course at NYU Stern, a quantitative program covering the valuation techniques in equity analysis and valuation
  • Extraprise Consulting
    Consultant
    Extraprise Consulting Jun 2000 - Mar 2001
    • Worked in strategy sessions with clients within the banking industry/hedge funds/asset managment firms to determine the needs of their organization in order to create business solutions that matched the functionality and capabilities of our systems • Utilized post implementation data to refine and improve future project results

Bobby Mascia, Cfbs Skills

Strategy Management Leadership Sales Marketing Strategy Strategic Planning Business Development Marketing Entrepreneurship Finance Budgets Negotiation Sales Management Analysis Social Media Retail Business Planning Business Running New Business Development

Bobby Mascia, Cfbs Education Details

  • Lehigh University College Of Business
    Lehigh University College Of Business
    Accounting And Finance
  • New Jersey Real Estate License
    New Jersey Real Estate License
    Real Estate

Frequently Asked Questions about Bobby Mascia, Cfbs

What company does Bobby Mascia, Cfbs work for?

Bobby Mascia, Cfbs works for Green Ridge Wealth Planning

What is Bobby Mascia, Cfbs's role at the current company?

Bobby Mascia, Cfbs's current role is Founder and CEO of Green Ridge Wealth Planning, NJBiz Leader in Finance 2024, owner of 18-store Dunkin' franchise, family office & manufacturing business. De facto business coach. Business Unchained podcast host..

What schools did Bobby Mascia, Cfbs attend?

Bobby Mascia, Cfbs attended Lehigh University College Of Business, New Jersey Real Estate License.

What skills is Bobby Mascia, Cfbs known for?

Bobby Mascia, Cfbs has skills like Strategy, Management, Leadership, Sales, Marketing Strategy, Strategic Planning, Business Development, Marketing, Entrepreneurship, Finance, Budgets, Negotiation.

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