Robert Mammana
Rob earned his bachelors in Finance from Rider University and began his career in the industry at Merrill Lynch. From there he joined Fidelity Investments, working with hundreds of clients to develop retirement strategies and personalized investment plans. During the summer of 2023, Rob met the requirements to obtain the CERTIFIED FINANCIAL PLANNER® designation, further deepening his expertise in comprehensive financial planning.
Rob's approach is rooted in collaboration, transparency, and long-term strategy. He believes that a strong financial plan is built on more than just numbers- it should incorporate each client's unique goals, values, and aspirations. Whether it's preparing for retirement, navigating market conditions, or planning for future generations, Rob is committed to providing clear guidance and tailored strategies to help clients make well informed decisions.
Rob lives in Bordentown with his fiancée, Gina, and their corgi, Ernie. In his free time Rob enjoys fitness and wellness, cooking, adding to his sports card collection, and spending quality time with family.
Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Gladstone Institutional Advisory, LLC, a registered investment advisor. Gladstone Wealth Partners and Gladstone Institutional Advisory are separate entities from LPL Financial.
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Individual Investors
Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, 401K Rollovers
Accident, Life, Health, Annuity, Long Term Care, Variable Life, Variable Annuity
Stocks, Bonds, Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance
Yes
Your Office, Email, Phone, Our Office, Your Home, Video Conference
Fee-Based
$50,000,000
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WiserAdvisor provides referrals to financial professionals of Gladstone Institutional Advisory, LLC. WiserAdvisor is not a current client of Gladstone Institutional Advisory, LLC or advisory services. Financial professionals of Gladstone Institutional Advisory, LLC pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
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