Robert Mammana

Rob joined Gladstone with a passion for helping individuals and families work toward achieving financial confidence, and brings years of experience in wealth planning and investment management. 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 wife Gina and their corgi Ernie. In his free time Rob enjoys fitness, 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.