About Rob . . . . . .

Hi, I’m Rob Mangold. I am a Partner and Lead Wealth Advisor at Greenbush Financial Group.

As Lead Wealth Advisor, it is my responsibility to help clients create and execute financial plans. The most concerning topics for most people in and approaching retirement are finances and health care. With this in mind, in addition to some of the more common financial planning items like retirement projections, Social Security analysis, and investment management, we started including Medicare education for clients. Our holistic approach to planning for clients can simplify their lives as they have less providers they need to contact for answers to questions.

I also run the retirement plan division at our firm and a large part of that responsibility is to help guide participants at all income levels and across all industries. This has given me an in-depth background and knowledge of the types of questions people who don’t have access to a financial planner typically ask.

This drives a lot of the content for our blog as it is meant to be a resource for anyone interested. If there are questions that you need answered please feel free to join in on a discussion or contact us directly.

My Background…………..

My career up to this point has been working with numbers and people. My work as an accountant has given me a knowledge, in both personal and business, of taxes and financial statements. These are skills which I continue to use every day. I made the decision to move from accounting to finance because the transition seemed natural and I enjoy the continuous contact with individuals. My finance career began with a focus on employer sponsored plans and my interactions with participants has given me an up close picture on how fulfilling this industry can be. I later obtained my CFP® designation and expanded into personal financial planning and investment management. I am now the Lead Wealth Advisor at Greenbush Financial Group and maintain the following well recognized designations:

Certified Financial Planner™
Certified Public Accountant
Certified Divorce Financial Analyst®

My Family & Hobbies

I grew up in the Capital Region and always knew this is where I wanted to build a family. I’m married to my wife Jordan, and we have three sons, Ryan, Luke, and Matt. My wife and I met in college and she is currently a speech therapist in a local school district. Like everything else, building a family has been a continuous learning curve and so far I’ve loved every second. My weekends are typically made up of coaching the boys in whatever they are up to that season but we are grateful to have the support of friends and family locally, and far away, which we make time for whenever we can.