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    Rich Schega

    CFP®

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    Magnolia Wealth Strategies - Main Office
    3838 N Causeway Boulevard Suite 3400 Metairie, LA 70002-8194
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    About Rich

    Rich has ten years financial services experience with affluent individuals. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, holds FINRA Series 7, 24 and 63 registrations, and is licensed to sell life insurance, annuities, and variable products.

    Rich's goal as Managing Partner of Magnolia Wealth Strategies is to continue to shape and fulfill the company’s strategic vision by attracting and developing top talent and providing elite support and service to our financial services representatives and their clients.

    As an officer in the U.S. Army, Rich spent five years in the 101'st Airborne Division. He served in various positions, ranging from artillery platoon leader to brigade operations. In 2003, he deployed for 10 months in support of Operation Iraqi Freedom, where he was awarded the Bronze Star for actions during combat.

    A graduate of the U.S. Military Academy at West Point, Rich earned a Bachelor of Science degree in chemistry and life sciences with a concentration in nuclear engineering. He completed an MBA at the University of Texas at San Antonio in 2012.

    Rich has served in key community leadership positions, such as the West Point Admissions Field Force Officer for Texas' 23rd Congressional District, board member of the West Point Society of South Texas and board member of the St. Francisville Chamber of Commerce Scholarship Committee. He also volunteers with several community and faith-based charities.

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies
    • Special Care

    Rich Schega CFP® is a registered representative of and offers securities through MSI Financial Services, Inc., Member SIPC, 3838 N Causeway Boulevard, Suite 3400, Metairie, LA 70002-8194, Tel: (504) 613-2000

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Louisiana

    I am licensed to sell Securities Products in the following jurisdictions:
    Alabama, Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington

    Rich Schega CFP®, Metairie, LA

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