Head Of Marketing
CurrentOur team of 30+ advisors manages $2B+ for entrepreneurs, professionals, families, and retirees who want the personal touch of a trusted advisor and a beautiful digital experience.
Feb 2023 - Present
AeroLeads people directory · profile
Rob Stella, Cfp® Email & Phone Number
Head of Marketing at Compound Planning
at
Compound
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Head of Marketing at Compound Planning
Location
Boston, Massachusetts, United States
Who is Rob Stella, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Rob Stella, Cfp® is listed as Head of Marketing at Compound Planning at Compound, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Rob Stella, Cfp®.
Rob Stella, Cfp® previously worked as Head of Marketing at Compound and Co-Founder & Partner at Industrygtm. Rob Stella, Cfp® holds Certificate In Financial Planning, Financial Planning from Boston University.
Company email context
Email format at Compound
This section adds company-level context without repeating Rob Stella, Cfp®'s masked contact details.
Compound
Review company-level records connected to Rob Stella, Cfp® before choosing the right outreach path.
Profile bio
About Rob Stella, Cfp®
My passion and expertise meet at the intersection of wealth management, marketing, and technology. I'm a Certified Financial Planner™ turned marketing leader with 15+ years of financial services experience. Currently, I'm Head of Marketing at Compound Planning. We're a rapidly growing technology company building a wealth management platform for entrepreneurial, growth-minded financial advisors and the next generation of clients.I'm also the co-founder of IndustryGTM.com, a marketing agency for B2B SaaS companies that want to grow their financial services vertical.
Current workplace
Rob Stella, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles · 19 years
Rob Stella, Cfp® work experience
A career timeline built from the work history available for this profile.
Co-Founder & Partner
CurrentWe help B2B SaaS companies like 6sense, Clari, and Responsive with positioning, messaging, training, and go-to-market strategies that target financial services customers.
Sep 2022 - Present
Head Of Growth, Magnifi
I led the growth strategy to attract, convert, and onboard financial advisors for Magnifi's B2B SaaS products.
2021 - 2022
~1 yr
Senior Product Marketing Manager, Financial Services
I led the go-to-market strategy for financial services sub-verticals and product launches.
2019 - 2021
~2 yrs
Wealth Advisor
I spent my time counseling high-net-worth clients in all areas of comprehensive financial planning and was a member of the Best Practices Committee.
2016 - 2019
~3 yrs
Client Relationship & Marketing Manager
I wore many hats and cut my teeth into the world of wealth management.
2013 - 2016
~3 yrs
Portfolio Analyst
I calculated NAV, researched corporate actions, and prepared financial reports for an institutional investor with $40B+ in assets under custody.
2010 - 2011
~1 yr
Investor Services Representative
I learned about the mutual fund industry while being part of a DALBAR Award-winning team that provided world-class service to Putnam’s shareholders and financial advisors.
2007 - 2009
~2 yrs
4 education records
Rob Stella, Cfp® education
Certificate In Financial Planning, Financial Planning
Boston University
Bachelor Of Science (Bs), Business Administration (Finance)
Merrimack College
Education record
Kimball Union Academy
Education record
Dover-Sherborn High School
FAQ
Frequently asked questions about Rob Stella, Cfp®
Quick answers generated from the profile data available on this page.
What company does Rob Stella, Cfp® work for?
Rob Stella, Cfp® works for Compound.
What is Rob Stella, Cfp®'s role at Compound?
Rob Stella, Cfp® is listed as Head of Marketing at Compound Planning at Compound.
Where is Rob Stella, Cfp® based?
Rob Stella, Cfp® is based in Boston, Massachusetts, United States while working with Compound.
What companies has Rob Stella, Cfp® worked for?
Rob Stella, Cfp® has worked for Compound, Industrygtm, Tifin, Seismic, and The Colony Group.
How can I contact Rob Stella, Cfp®?
You can use AeroLeads to view verified contact signals for Rob Stella, Cfp® at Compound, including work email, phone, and LinkedIn data when available.
What schools did Rob Stella, Cfp® attend?
Rob Stella, Cfp® holds Certificate In Financial Planning, Financial Planning from Boston University.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial