
Boston, MA
Head of Marketing
Rob Stella is a CFP® professional turned marketing leader with more than 15 years of experience across the financial services industry. As Head of Marketing at Compound Planning, he leads the firm's brand, content, and marketing strategy focused on attracting advisors and engaging current and prospective clients. Rob's experience sits at the intersection of marketing, technology, and wealth management. He specializes in storytelling, building advisor brands, and developing marketing strategies that help advisors and financial firms stand out and grow. Prior to joining Compound Planning, Rob worked across the wealth management ecosystem, inc...
Experience
Compound Planning
2 years
TIFIN
1 year
Seismic
2 years
The Colony Group
3 years
LPL Financial
4 years
Putnam Investments
2 years
Qualifications
Boston University
Certificate in Financial Planning
Merrimack College
Business Administration, BSBA
Certified Financial Planner™
CFP®
Specialities
Marketing leadership
Content strategy
Brand building
Business development
Lead generation
Advisor branding
Wealth management
Technology
