ABOUT FINANCIAL RESOURCES GROUP
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
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 has decades of experience in the corporate arena 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 mentor for a financial services organization, mentoring hundreds of financial professionals 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 is the proud father of three sons, Mattingly, Michael and Robert. The family enjoys a number of sports, particularly baseball. Bob is a physical fitness enthusiast and an avid golfer.
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.
Client Services Manager
Erica manages new client business and current client asset movement, as well as daily business operations. She is readily available to clients during office hours, ensuring the highest level of quality and professionalism to meet the clients’ needs.
Erica brings a financial background from the banking industry and the professionalism and customer care of a hotelier. Erica is well-known in South Orange County community through a twenty-five year career as a Relationship Banker. She took an opportunity to expand her love of people as a VIP Experience Manager at a boutique hotel in the Northern California Coast. Through local relationship building and staff training, the hotel won several awards from Conde Nast and Sunset Magazine.
Erica was raised in California and has lived in Laguna Niguel for over 40 years and takes loving care of her elder mother. She loves morning walks at Salt Creek Beach and enjoys all types of music.
Our Core Principles
We recognize the importance of our fiduciary responsibility to provide you with prudent investment management and objective advice.
Provide Custom Investment Strategies
...backed by fiduciary standard by serving the client’s needs and acting in the client’s best interest
Simplify the financial landscape
...with clear and honest communication.
Practice with the highest degree of ethics
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!