Author
Unchained: The Raw Truth About Family Business, Entrepreneurship And Life Balanc
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Bobby Mascia, Cfbs Email & Phone Number
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Role
Author
Location
New York City Metropolitan Area, United States
Who is Bobby Mascia, Cfbs? Overview
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Bobby Mascia, Cfbs is listed as Author at Unchained: The Raw Truth About Family Business, Entrepreneurship and Life Balanc, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Bobby Mascia, Cfbs.
Bobby Mascia, Cfbs previously worked as CEO, CCO, Wealth Manager at Green Ridge Wealth Planning and Host at Business Unchained. Bobby Mascia, Cfbs holds Bs Finance Bs Marketing, Accounting And Finance from Lehigh University College Of Business.
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Unchained: The Raw Truth About Family Business, Entrepreneurship and Life Balanc
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Profile bio
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).
Listed skills include Strategy, Management, Leadership, Sales, and 16 others.
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Unchained: The Raw Truth About Family Business, Entrepreneurship And Life Balanc
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7 roles
Bobby Mascia, Cfbs work experience
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Ceo, Cco, Wealth Manager
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
Host
Ceo, Franchisee
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.
Financial Planner
Emerald Financial
Financial PlanningInvestment PlanningRetirement Planning Insurance Planning
Oct 2011 - Aug 2014
Financial Analyst
• 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
Mar 2001 - Mar 2002
Consultant
Extraprise Consulting
• 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
Jun 2000 - Mar 2001
2 education records
Bobby Mascia, Cfbs education
Bs Finance Bs Marketing, Accounting And Finance
Lehigh University College Of Business
Njre, Real Estate
New Jersey Real Estate License
FAQ
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What company does Bobby Mascia, Cfbs work for?
Bobby Mascia, Cfbs works for Unchained: The Raw Truth About Family Business, Entrepreneurship and Life Balanc.
What is Bobby Mascia, Cfbs's role at Unchained: The Raw Truth About Family Business, Entrepreneurship and Life Balanc?
Bobby Mascia, Cfbs is listed as Author at Unchained: The Raw Truth About Family Business, Entrepreneurship and Life Balanc.
Where is Bobby Mascia, Cfbs based?
Bobby Mascia, Cfbs is based in New York City Metropolitan Area, United States while working with Unchained: The Raw Truth About Family Business, Entrepreneurship and Life Balanc.
What companies has Bobby Mascia, Cfbs worked for?
Bobby Mascia, Cfbs has worked for Unchained: The Raw Truth About Family Business, Entrepreneurship And Life Balanc, Green Ridge Wealth Planning, Business Unchained, Mascia Capital Group, and Emerald Financial.
How can I contact Bobby Mascia, Cfbs?
You can use AeroLeads to view verified contact signals for Bobby Mascia, Cfbs at Unchained: The Raw Truth About Family Business, Entrepreneurship and Life Balanc, including work email, phone, and LinkedIn data when available.
What schools did Bobby Mascia, Cfbs attend?
Bobby Mascia, Cfbs holds Bs Finance Bs Marketing, Accounting And Finance from Lehigh University College Of Business.
What skills is Bobby Mascia, Cfbs known for?
Bobby Mascia, Cfbs is listed with skills including Strategy, Management, Leadership, Sales, Marketing Strategy, Strategic Planning, Business Development, and Marketing.
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