ABOUT FINANCIAL RESOURCES GROUP

"We work to keep what you have worked so hard to achieve."

OUR STAFF

For over sixteen years, FRG has provided financial services for thousands of clients in Orange County. We attribute our growth to a comprehensive holistic approach to protection-based retirement planning, while embodying the core principle of putting the client’s best interest first. As a Registered Investment Adviser (RIA) with a Series 65 securities license, we hold a fiduciary duty to you. This means that we are legally bound to put your interests above those of anyone else, including ourselves.

ROBERT S. MESSINA

Founder and President

Bob Messina Financial Advisor

Robert S. Messina is the founder and president of Financial Resources Group (FRG). Bob brings his vast knowledge and background in corporate financing and financial restructuring to help clients effectively and safely plan for their retirement. Bob’s years of experience in the corporate arena include positions as Chief Executive Officer (CEO) and President in both public and privately held corporations, including Fortune 500 companies as well as start up companies. His specialty has been the financial restructuring of such companies at the operational level in order to achieve profitability. Additionally, Bob has served on the Board of Directors for both public and privately held companies.

Over the past decade, Bob has served as a founding board member and mentor for one of the largest Financial Marketing Organizations in the country. Bob currently mentors hundreds of financial professionals from across the United States ~ speaking at industry events and supporting the business development of advisors across the country who share his investment philosophy.

Originally from New York City, Bob was raised in New Jersey and received his Bachelor of Science degree from Rider University. He initially worked on the East Coast before moving to California in 1983.

Bob currently resides in San Juan Capistrano with his wife, Lori. They have three children – Mattingly, Michael and Robert. The family enjoys a number of sports, particularly baseball. Bob is a physical fitness enthusiast and an avid golfer.

 

Ela Clemo Director of Marketing

Pamela Clemo

Director of Marketing

Ela was primarily raised in Hawaii but has lived in Germany and throughout the vast United States, worldly from her military upbringing and seven-year flight attendant experience.

Over the past twelve years, Ela has assisted Bob in helping clients in Orange County keep their money safe in the retirement phase of their life.

She previously worked as a senior reporter and researcher for investment firms. Having experienced the stock market volatility over the past twenty years, Ela understands the need for safer investments. 

Ela is responsible for all the company marketing including client events and workshop planning. She also manages Bob’s calendar and scheduling his appointments.

Angelique Murray Client Services Manager

Angelique Murray

Client Services Manager

Angelique has been a life and health insurance agent since 2005. As our Client Services Manager, she processes all new business as well as administrates existing accounts and takes care of daily office management. She enjoys assisting clients with prompt and accurate information and making their experience as seamless as possible.

Angelique grew up in Belmont Shore and currently lives in Huntington Beach with her husband. She loves to travel as much as possible and enjoys spending time at the beach with her family, Labradors, and horse.

Our Core Principals

We recognize the importance of our fiduciary responsibility to provide you with prudent investment management and objective advice.

custom investment strategies

Provide Custom Investment Strategies

...backed by fiduciary standard by serving the client’s needs and acting in the client’s best interest

retirement lifestyle simplify the financial landscape

Simplify the financial landscape

...with clear and honest communication.

highest degree of ethics

Practice with the highest degree of ethics

...and INTEGRITY.

Schedule a Consultation

Please meet with us for a no-obligation consultation. We will review your current situation and come up with a customized plan for your financial needs and get you on the path to a retirement lifestyle that you deserve!

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