Rich Messina
Founder & CEO at Oak Tree Insurance Brokerage | Greater Philadelphia
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Rich Messina, as the Founder and CEO of Oak Tree Insurance Brokerage, is at the forefront of transforming the insurance brokerage landscape. With a strong foundation built on the discipline and work ethic honed during his time in the Marine Corps, Rich embodies a conscientious leadership style that prioritizes integrity and collaboration. His commitment to transformation leadership is evident in every interaction, as he partners with financial advisors and insurance professionals to create innovative solutions that align with clients' financial aspirations.
At Oak Tree Insurance Brokerage, Rich spearheads key projects aimed at revolutionizing how insurance professionals engage with their clients. Under his guidance, the firm has developed a suite of tax-efficient planning strategies that empower clients to hedge against market volatility while optimizing their financial portfolios. Rich’s expertise in life insurance, indexed annuities, long-term care, and disability insurance allows him to provide tailored solutions that meet the unique needs of each client. By fostering strong relationships with a select group of visionary financial professionals, he ensures that Oak Tree Insurance Brokerage remains a trusted partner in achieving financial security and peace of mind.
Rich’s forward-thinking approach not only enhances the client experience but also sets a new standard within the industry. His ability to implement strategic initiatives and drive meaningful change reflects his dedication to excellence and his unwavering belief in the power of collaboration. As Oak Tree Insurance Brokerage continues to grow and innovate, Rich Messina remains a pivotal figure in shaping the future of insurance brokerage, committed to helping clients navigate their financial journeys with confidence and clarity.
Founder & CEO at Oak Tree Insurance Brokerage in July 2021 to Present
Brokerage Manager at Coastal Insurance Consulting, LLC. in May 2017 to August 2021
Infantry Marine/ Turret Gunner at United States Marine Corps in August 2009 to August 2013
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Leadership
Life Insurance
Indexed Annuities
Long-term Care
Disability Insurance
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Discover more about Oak Tree Insurance BrokerageWhat is Rich Messina email address?
Email Rich Messina at [email protected]. This email is the most updated Rich Messina email found in 2026.
How to contact Rich Messina?
To contact Rich Messina send an email to [email protected]. (updated on October 31, 2024)
What company does Rich Messina work for?
Rich Messina works for Oak Tree Insurance Brokerage
What is Rich Messina's role at Oak Tree Insurance Brokerage?
Rich Messina is Founder & CEO
What is Rich Messina's Phone Number?
Rich Messina's phone (**) *** *** 443
What industry does Rich Messina work in?
Rich Messina works in the Insurance industry.
Rich Messina Email Addresses
Rich Messina Phone Numbers
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