Focus: Insurance Strategies, Investment Strategies, Business Owners, Special Care, Retirement Income Planning, College Funding Strategies, Estate Planning, Risk Management Strategies, Business Succession Planning, Group Benefits, Charitable Giving, Financial Education
Languages: English, Spanish
Center Valley Office
Ryan Oestreich joined MassMutual Eastern Pennsylvania in 2008. His hard work and expertise was quickly recognized by his clients, co-workers and national industry groups. As a member of the Management Team at MassMutual Eastern Pennsylvania, he helps to mentor fellow advisors, develop strategic relationships, and add to his growing team. Ryan is an Eagle Scout and the Immediate Past President of the local chapter of the National Association of Insurance and Financial Advisors (NAIFA).
Ryan has a knack for out-of-the-box thinking and simplifying the complex. With his background in advanced planning, Ryan coordinates his client’s financial decisions with their accountants, attorneys and other advisors while focusing on improved client outcomes. As a financial planner, Ryan assists his clients with everything from retirement planning and investment management to insurance and estate planning. Ryan also holds the Chartered Special Needs Consultant designation (ChSNC) and has specialized skills needed to help parents and caregivers who have loved ones with special needs. As a Certified Family Business Specialist, Ryan enjoys working with closely held businesses. He helps business owners to connect the dots between the three interconnected areas of their financial lives: the business and its employees, the owners and their interests, and the individuals and their families. He offers valuable insight in such areas as developing succession strategies, key employee retention tactics, retirement planning, and employee benefits.
In addition to his service to NAIFA, he also serves on the Boards of the Estate Planning Council of the Lehigh Valley, the Lehigh Valley Consortium of Professional Organizations, and the Alumni Association of his alma mater, Albright College. A Pennsylvania native for his entire life, Ryan graduated from Albright College and currently resides in Coopersburg with his wife, Melony and their growing family. They enjoy wine tastings and have been to wineries in the Finger Lakes, Chianti and Sonoma regions.
Lehigh Valley Business – Forty Under 40 Honoree: Class of 2015
MassMutual Eastern Pennsylvania – Lives Leader: 2011, 2013, 2015
MassMutual – Leaders Conference Qualifier: 2009, 2010, 2012, 2015, 2017
NAIFA – Quality Award: 2011, 2012, 2013, 2014, 2015, 2016, 2017
MassMutual – Rising Leader: 2008, 2009, 2010, 2012
MassMutual Eastern Pennsylvania – New Associate of the Year: 2009
Chartered Financial Consultant (ChFC) – 2009
Chartered Life Underwriter (CLU) – 2010
Certified Family Business Specialist (CFBS) – 2011
Chartered Special Needs Consultant (ChSNC) – 2012
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3701 Corporate Parkway Suite 320
Center Valley, PA 18034