Rich Messina
USMC Veteran | Business Owner
- Role
- Founder & CEO at Oak Tree Insurance Brokerage
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Rich Messina
Insurance expert resource to financial advisors, certified financial planners, & …
Experience
Founder & CEO
Jul 2021 — Present · Philadelphia, PA, US
Oak Tree Insurance Brokerage is transforming how the insurance brokerage industry assists financial professionals and enables their valued clients to achieve their financial goals. We partner with a select group of visionaries and financial professionals to implement tax-efficient planning strategies for clients who understand the necessity to hedge against market volatility.Oak Tree Insurance Brokerage helps financial professionals of all backgrounds implement life insurance, disability insurance, long-term care insurance, and annuity planning strategies for their valued clients.
Skills
- Financial Analysis
- Creative Problem Solving
- Leadership
- Marketing Strategy
- Management
- Tenacious Work Ethic
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