Robert Rivera

  • LUTCF®

Focus: Insurance Strategies, Retirement Income Planning, Business Owners, Group Benefits, Business Succession Planning, Estate Planning, Risk Management Strategies

Languages: English, Spanish

Bob Rivera has been a licensed Property & Casualty Insurance specialist since 1988, when he began his career thru the esteemed Liberty Mutual Commercial Insurance training program. From 1990 – 2005 Bob worked as a regional Insurance Consultant for the Lumber Mutual Insurance Company and JPMorganChase. He has transitioned into the Employee benefits, Risk Management and Financial Services arena. He remains very close to his business clientele and has consulted for the Nationwide Wood Products Manufacturers Association as well as the Northeastern Retail Lumber Association. He has now become more actively involved in other aspects of the financial services industry in his role with MassMutual Greater Long Island since 2018, which includes Life, Disability Income, Long-Term Care, and Retirement Planning.

A lifelong Long Islander, Bob and his wife Stephanie both grew up in Stony Brook and have 3 children. They also support the Chocolate Labrador Rescue Society and volunteer as home-check specialists for adoptive families.

* Property & Casualty insurance is offered through a variety of quality insurance companies that are not affiliated with MassMutual

See Robert’s Licenses and Disclosures

Contact Robert

*Fields are required

Charter Oak Financial - The Melville Office

Satellite Office

48 South Service Rd Suite 400
Melville, NY 11747-2335