Robert founded Green Ridge Wealth Planning with the intention of using his years of experience collaborating with business owners to help them navigate each financial milestone. Robert graduated from Lehigh University with a BS in Finance and a BS in Marketing. After a few years in the financial industry in NYC, 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. Managing business, employees, profit and loss statements(P&L’s), payroll, expenses, long hours, missed vacations and everything else it takes to run a successful business was bred into him at a young age.
At the tail end of his career running the family business, Robert started consulting business owners on P&L management, operations and multi-unit franchising. What he discovered is that with the endless hours and road-blocks business owners have, it is challenging to succeed without the proper professional guidance. Now, he guides business owners, family businesses and dentists/physicians as they identify their financial objectives. From there, he helps them implement the strategies 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.
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.
In addition to a growing business, Robert enjoys spending time with his growing family. His wife, two sons, and newborn baby girl keep him busy playing, running around and coaching sports. He is also involved in the Essex County Bar Association and dental residency programs throughout New Jersey.