Robert A. Massa
ChFC®, CEBS®, AIF®, CBC®
President and Director, Retirement
EPIC – Ascende Group
Robert Massa is the Director of Retirement for EPIC’s Ascende Group and the President of Ascende Wealth Advisers, Inc. (AWAI). Mr. Massa is a retirement professional with more than 25 years of retirement industry experience. His primary responsibilities with EPIC and AWAI include practice management, SEC compliance, strategic investment direction, retirement consulting standards and practices, employee education and development, financial wellness strategies and oversight of client relationships and engagements. Mr. Massa is a licensed life/health representative, has passed the Series 7, 24, 63 and 65 securities exams, is a Chartered Financial Consultant (ChFC), a Certified Employee Benefits Specialist (CEBS), an Accredited Investment Fiduciary (AIF) and Cash Balance Consultant (CBC). He has also been interviewed for various articles in U.S. News and World Report, The Motley Fool, Houston Business Journal, Institutional Investor, the Fiduciary News, TheStreet.com and CFO magazine and spoken at several regional and national conferences, including the PlanSponsor national conference and the International Society of Certified Employee Benefit Specialists annual conference. In 2016, Mr. Massa was named Retirement Adviser of the Year by Employee Benefit Adviser magazine.
Client Plans: 114