As an independent financial planner, I am licensed to provide fee-based planning, securities and insurance. I am an Investment Advisor Representative of Regan Financial Group LLC an Investment Adviser registered with the State of California. In addition, I hold the Certified Life Underwriter CLU designations.
My role is to help individuals and business owners understand their current situations, define future goals and develop a strategy that is flexible and can help them reach their objectives. I provide them with meaningful solutions to a wide range of financial matters including: investments, risk management, tax planning as well as qualified and non-qualified retirement and benefit plans.
I have access to a broad array of services, resources and other professionals to accommodate the interests of my clients. I believe my integrity and the long-term relationships. I have with my clients have given me the opportunity to become a partner in their financial lives.
I have over twenty-two years of experience in the financial services industry working with families and small businesses to plan for their financial futures. I bring knowledge, experience and information about the complex world of finance to my clients.
I graduated with a Bachelor degree in Biology from St. Mary's College in California. I am a member of the Society of Financial Service Professionals
I am actively involved in many community organizations. I am a former Board member of the Alamo Improvement Association. I am a past Treasurer of the Bay Area chapter of the ALS Association and Past-President Woodrose Academy Parents Club.
My wife, Carolyn, and I live in Alamo with the last two of nine children. We are active in church, school and local community activities. I enjoy family events, our children's sports, boating, mountain biking, skiing, and golf.