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.

 
“Mike and Rob are fantastic to work with. They are extremely knowledgeable and take excellent care of their clients. ⭐⭐⭐⭐⭐ ”
— Bryan Geary
This testimonial provided for Greenbush Financial Group, LLC on Google Review was made by a client, and it was a non-paid review.  This client was solicited by Greenbush Financial Group, LLC to provide the testimonial.
“Rob and Brad were very knowledgeable about financial management for my husband and I. They were also very courteous and dedicated their time to helping us. We truly appreciate the assistance. ⭐⭐⭐⭐⭐”
— Kellie Helm

This endorsement provided for Greenbush Financial Group, LLC on Google Review was made by a non-client, and it was a non-paid review.  This non-client was solicited by Greenbush Financial Group, LLC to provide the endorsement. 

“I had a question about inheritance of my ROTH IRA account. I reached out to Greenbush Financial Group. Rob Mangold from Greenbush Financial Group promptly responded with clear explanation. I am very pleased with their professionalism and will be glad to work with them in future. ⭐⭐⭐⭐⭐”
— Harish Sampat

This endorsement provided for Greenbush Financial Group, LLC on Google Review was made by a non-client, and it was a non-paid review.  This non-client was solicited by Greenbush Financial Group, LLC to provide the endorsement. 

“This is definitely a great company with great professionals!!! I had a question about the cost basis of a RSA stock which E-Trade did not put it in for me. I emailed Rob a doc and talked with him just for a few minutes and got the answer. I’m so grateful for his extraordinary knowledge and help!! Now days, many professionals are not willing to help people, but Rob is! He is an outstanding guy with the great kindness! Thank you Rob! ⭐⭐⭐⭐⭐”
— June Z

This endorsement provided for Greenbush Financial Group, LLC on Google Review was made by a non-client, and it was a non-paid review.  This non-client was solicited by Greenbush Financial Group, LLC to provide the endorsement. 

“Legit, knowledgeable, integrity. I spoke with Rob who was sharp!⭐⭐⭐⭐⭐”
— B B

This endorsement provided for Greenbush Financial Group, LLC on Google Review was made by a non-client, and it was a non-paid review.  This non-client was solicited by Greenbush Financial Group, LLC to provide the endorsement. 

 

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