Robert founded Green Ridge Wealth Planning with the intention of bringing his clients the type of financial planning experience his clients deserve and not an out-of-the-box solution that most advisors give.
Robert graduated from Lehigh University with a BS in Finance and a BS in Marketing. After a few years in the financial industry, Robert joined his family business franchising restaurants. He spent almost a decade in the business growing it from 20 to 40 locations and managing over 300 people.
Not growing up in the advisory business and owning his own businesses gives him a different perspective from other advisors. His mission is to make his clients successful in life by working in their best interests, not with corporate sales goals or commissions driving his recommendations.
Now, he guides business owners, family businesses, individuals and families as they identify their financial objectives. From there, he helps them implement the solutions necessary to attain them. He believes in a comprehensive approach to financial and business planning, collaborating with teams of professionals to work towards his clients future readiness, which he has labeled "Powered by Wealth-ficiency™"
Robert is highly-qualified for the services he provides, as he is certified in Business Succession Planning and is a Certified Family Business Specialist. He is also a business owner himself, meaning that he understands the dedication, determination, and passion it takes to be successful. Strategizing with his clients and witnessing their successes are what he finds most gratifying about his career.
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