Rob Stella, Cfp®

Rob Stella, Cfp® Email and Phone Number

Head of Marketing at Compound Planning @ Compound
Rob Stella, Cfp®'s Location
Boston, Massachusetts, United States, United States
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.

Rob Stella, Cfp®'s Current Company Details
Compound

Compound

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Head of Marketing at Compound Planning
Rob Stella, Cfp® Work Experience Details
  • Compound
    Head Of Marketing
    Compound Feb 2023 - Present
    Remote, Us
    Our 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.
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  • Industrygtm
    Co-Founder & Partner
    Industrygtm Sep 2022 - Present
    We help B2B SaaS companies like 6sense, Clari, and Responsive with positioning, messaging, training, and go-to-market strategies that target financial services customers.
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  • Tifin
    Head Of Growth, Magnifi
    Tifin 2021 - 2022
    Boulder, Colorado, Us
    I led the growth strategy to attract, convert, and onboard financial advisors for Magnifi's B2B SaaS products.
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  • Seismic
    Senior Product Marketing Manager, Financial Services
    Seismic 2019 - 2021
    San Diego, Ca, Us
    I led the go-to-market strategy for financial services sub-verticals and product launches.
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  • The Colony Group
    Wealth Advisor
    The Colony Group 2016 - 2019
    Boston, Massachusetts, Us
    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.
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  • Stoddard Financial, Llc
    Client Relationship & Marketing Manager
    Stoddard Financial, Llc 2013 - 2016
    Medfield, Massachusetts, Us
    I wore many hats and cut my teeth into the world of wealth management.
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  • State Street
    Portfolio Analyst
    State Street 2010 - 2011
    Boston, Massachusetts, Us
    I calculated NAV, researched corporate actions, and prepared financial reports for an institutional investor with $40B+ in assets under custody.
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  • Putnam Investments
    Investor Services Representative
    Putnam Investments 2007 - 2009
    Boston, Massachusetts, Us
    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.
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Rob Stella, Cfp® Education Details

  • Boston University
    Boston University
    Financial Planning
  • Merrimack College
    Merrimack College
    Business Administration (Finance)
  • Kimball Union Academy
    Kimball Union Academy
  • Dover-Sherborn High School
    Dover-Sherborn High School

Frequently Asked Questions about Rob Stella, Cfp®

What company does Rob Stella, Cfp® work for?

Rob Stella, Cfp® works for Compound

What is Rob Stella, Cfp®'s role at the current company?

Rob Stella, Cfp®'s current role is Head of Marketing at Compound Planning.

What schools did Rob Stella, Cfp® attend?

Rob Stella, Cfp® attended Boston University, Merrimack College, Kimball Union Academy, Dover-Sherborn High School.

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