Introducing CompoundAI: the AI at the core of AdvisorHQ
Robert Stella profile picture
location

Boston, MA

Robert Stella

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

Compound logo

Your personal family
office

Compound