Head of Marketing
Rob Stella is a CFP® pro turned Head of Marketing, bringing 15+ years of financial services experience to Compound Planning. He leads brand, content, and marketing strategy for recruiting advisors and engaging current and future clients. Rob's passion and expertise meet at the intersection of marketing, technology, and wealth management. He specializes in storytelling and helping advisors grow their personal brand by partnering cross-functionally across the organization. Prior to joining Compound Planning, Rob's experience spans across the wealth management ecosystem, including top RIAs, broker-dealers, asset managers, and technology companies. Outside of work, Rob enjoys staying active by golfing, snowboarding, playing hockey, and getting outdoors. He currently lives on the South Shore of Massachusetts with his wife, Kelly, and two young children, Avery and Jackson.
The Colony Group
Certificate in Financial Planning
Business Administration, BSBA
Certified Financial Planner™