Robert Massa

Robert Massa has a diverse and extensive work experience in the financial industry. Robert is currently the Managing Director and Retirement Practice Leader at Qualified Plan Advisors since December 2017. Prior to this role, they served as the President of Ascende Wealth Advisers, Inc. from February 2011 to December 2017.

Before their time at Ascende Wealth Advisers, Inc., Massa worked as the Director of Retirement at Ascende, an EPIC Company from May 2010 to December 2017. Here, they provided valuable insights and guidance on retirement plan design, compliance, and legislation to plan sponsors. Massa also conducted service provider review and oversight to ensure quality plan administration and compliance services for customers. Additionally, they identified new business opportunities and strategies for the firm, assisted in the development of employee benefits communication strategies and materials, and supported clients in effectively communicating benefits challenges to senior management and plan fiduciaries.

From July 2000 to May 2010, Massa held the position of Vice President at MBM Advisors. Earlier in their career, they worked as an Associate Product Manager at OppenheimerFunds from 1997 to 1999, and as an Assistant Vice President at PaineWebber Trust Co. from 1995 to 1997. Massa began their career as a Relationship Manager at MassMutual Insurance from 1994 to 1996.

In summary, Robert Massa has gained significant experience and expertise in retirement planning, retirement plan design and compliance, benefits communication strategies, and building successful client relationships throughout their career.

Robert Massa, ChFC, CEBS, AIF, CPFA, CHSA, NQPA, attended The College of New Jersey from 1986 to 1991, where they earned a Bachelor of Arts degree in Public Administration and Mathematics. Robert furthered their education by obtaining various certifications throughout their career, including the Chartered Financial Consultant (ChFC) from The American College of Financial Services in 2010 and the Certified Employee Benefit Specialist (CEBS) from the International Society of Certified Employee Benefit Specialists in 1999. Additionally, they obtained the Accredited Investment Fiduciary certification from Cefex in 2011 and the Certified Plan Fiduciary Advisor designation from the National Association of Plan Advisors in 2017.