Rob Massa joined Ascende as the retirement practice leader in 2010, and in 2011, led the introduction of Ascende Wealth Advisers, Inc. He oversees a team of retirement professionals who work with clients and investment committees to help them develop meaningful retirement plan strategies, manage compliance requirements and fiduciary duties, educate employees and make informed decisions in plan operations.
Prior to joining Ascende, he spent 10 years at MBM Advisors, Inc. as a vice president, principal and shareholder of the company. His entire career has been focused in the investment management and administration of qualified retirement plans through a diverse series of responsibilities, including investment advice, trust administration, recordkeeping, compliance testing, product management, legal, Financial Industry Regulatory Authority (FINRA) securities compliance and client consultation.
Rob has a Bachelor of Arts degree in public administration and a minor in mathematics from the College of New Jersey. He is a licensed life/health representative, has passed the Series 7, 24, 63 and 65 securities exams, is a Chartered Financial Consultant (ChFC®), a Certified Employee Benefits Specialist (CEBS), an Accredited Investment Fiduciary (AIF®) and a Cash Balance Consultant (CBC). In addition, he taught employee benefits at St. Thomas University for the Certified Financial Planner© Program.