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Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc Email & Phone Number
Managing Director, Houston Operations Retirement Practice Leader
at
Prime Capital Retirement
1 work email found
@worldnet.att.net
4 phones found area 713
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director, Houston Operations Retirement Practice Leader
Location
Houston, Texas, United States
Who is Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc? Overview
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Quick answer
Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc is listed as Managing Director, Houston Operations Retirement Practice Leader at Prime Capital Retirement, based in Houston, Texas, United States. AeroLeads shows a work email signal at worldnet.att.net, phone signal with area code 713, and a matched LinkedIn profile for Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc.
Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc previously worked as Managing Director, Houston Operations Retirement Practice Leader at Qualified Plan Advisors and President at Ascende Wealth Advisers, Inc.. Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc holds Bachelor Of Arts - Ba, Public Administration And Math from The College Of New Jersey.
Company email context
Email format at Prime Capital Retirement
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*@worldnet.att.net
68% confidence
AeroLeads found 1 current-domain work email signal for Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc. Compare company email patterns before reaching out.
Profile bio
About Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc
#401kguru, #theretirepro, #The40ra(k)le, Rob is the Managing Director for QPA in Houston with more than 30 years of retirement experience. His career has been focused on the investment, administration, and fiduciary best practice management of retirement plans for C-Suite members and HR professionals, along with guiding employees to financially successful outcomes.Rob graduated from the College of New Jersey. He has his CHFC , CEBS, AIF, CFPA, NQPA, and HSA certifications. He has also been interviewed for various articles such as U.S. News and World Report, The Motley Fool, TheStreet.com, and CFO magazine and has spoken at multiple national conferences, including SHRM, PlanSponsor, and Employee Benefit News Expo. In 2023, Rob was named Retirement Adviser of the Year by PlanSponsor magazine.Rob is married to his wonderful wife Jamie and has a son, Mason and, a daughter, Katy. He enjoys travel and hiking and among his favorite past hikes are Half Dome in Yosemite and Kilimanjaro in Tanzania. Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”).
Listed skills include 401K, Employee Benefits, Investments, Retirement Planning, and 25 others.
Current workplace
Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc's current company
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8 roles · 33 years
Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc work experience
A career timeline built from the work history available for this profile.
Managing Director, Houston Operations Retirement Practice Leader
Current
Dec 2017 - Present
President
Ascende Wealth Advisers, Inc.
• Manage the strategic direction, investment advisory philosophy, new business development, client services and securities compliance for AWAI.• Establish and implement the firm’s investment selection and monitoring philosophy for retirement plan assets• Create and implement comprehensive corporate financial wellness solutions• Perform regular oversight and due diligence of selected investment managers• Conduct quarterly investment reviews, vendor selection process management, plan conversion and implementation, merger and acquisition due diligence, plan termination and operational compliance remediation• Employee Benefit Adviser of the Year (Retirement), 2016• PlanSponsor Magazine's Top 100 Retirement Plan Adviser's, 2014, 2015 and 2016
Feb 2011 - Dec 2017
Director, Retirement
Ascende, An Epic Company
• Understand and work with clients to help define benefits philosophy and its relationship to total compensation• Consult plan sponsors on retirement plan design and compliance• Read, interpret and consult employers on new legislation and court decisions that impact retirement plans• Conduct service provider review and oversight to ensure quality plan administration and compliance services are constantly delivered to our customers• Regularly assess client needs and create strategies to ensure on-going plan due diligence processes are followed on a regular cycle. • Identify new business opportunities and strategies for the firm• Assist in development of employee benefits communication strategies and materials• Assist client in the development of the tools and knowledge to effectively communicate benefits challenges to senior management, plan fiduciaries, the board of directors, etc.
May 2010 - Dec 2017
Vice President
Mbm Advisors
Professional Investment Advisor and Retirement Plan Consultant.
Jul 2000 - May 2010
Associate Product Manager
Oppenheimerfunds
1997 - 1999
~2 yrs
Assistant Vice President
Painewebber Trust Co,
1995 - 1997
~2 yrs
Relationship Manager
Massmutual Insurance
1994 - 1996
~2 yrs
2 education records
Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc education
Bachelor Of Arts - Ba, Public Administration And Math
Bachelor Of Arts (B.A.), Public Administration And Mathematics
FAQ
Frequently asked questions about Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc
Quick answers generated from the profile data available on this page.
What company does Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc work for?
Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc works for Prime Capital Retirement.
What is Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc's role at Prime Capital Retirement?
Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc is listed as Managing Director, Houston Operations Retirement Practice Leader at Prime Capital Retirement.
What is Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc's email address?
AeroLeads has found 1 work email signal at @worldnet.att.net for Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc at Prime Capital Retirement.
What is Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc's phone number?
AeroLeads has found 4 phone signal(s) with area code 713 for Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc at Prime Capital Retirement.
Where is Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc based?
Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc is based in Houston, Texas, United States while working with Prime Capital Retirement.
What companies has Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc worked for?
Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc has worked for Prime Capital Retirement, Qualified Plan Advisors, Ascende Wealth Advisers, Inc., Ascende, An Epic Company, and Mbm Advisors.
How can I contact Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc?
You can use AeroLeads to view verified contact signals for Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc at Prime Capital Retirement, including work email, phone, and LinkedIn data when available.
What schools did Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc attend?
Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc holds Bachelor Of Arts - Ba, Public Administration And Math from The College Of New Jersey.
What skills is Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc known for?
Robert Massa, Chfc, Cebs, Aif, Cpfa, Chsa, Nqpc is listed with skills including 401K, Employee Benefits, Investments, Retirement Planning, Retirement, Insurance, Mergers And Acquisitions, and Operations Management.
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