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Robert Regan



Robert Regan
Investment Advisor Representative


Regan Financial Group LLC
145 Town and Country Drive
Suite 101
Danville, CA 94526

925-820-0630

925-683-0432
Our Qualifications
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.
Our Services

Individuals and Families

  • Comprehensive, Fee-Based Financial Planning
  • Investment Education - The Story You Have Never Been Told
  • Strategies to Build Your Portfolio (competitive, passive strategies based on academic research)
  • Life Insurance, Disability Insurance & Long Term Care Insurance
  • Altermative Investments (Oil and Gas, Market Neutral, Absolute Return)
  • Retirement Income Strategies
  • College Funding Strategies
  • Estate Planning
  • Charitable Planning ( How much do you leave your kids and how do you do it?)
  • Sell your unwanted life insurance  

Business Owners

  • Pension Planning (401k, 412i, 403b, Profit Sharing, Defined Benefit, Simple IRA)
  • How to maximize owner contributions
  • How to protect your fiduciary responsibility by providing idiot proof portfolios
  • Pension Plan audits to lower expenses and foster your due diligence requirements
  • Provide low cost institutional mutual funds to participants
  • Deferred Compensation Plans Executive and Key Employee Benefits
  • Succession and Buy/Sell Planning

The professionals at Regan Financial Group LLC recognize the challenges of an ever-changing economic market. With the vast array of financial choices that face us, we provide our clients with thoughtful and professional financial strategies. We are dedicated to providing both our personal, professional and corporate clients with a well balanced, creative and customized financial plan that is aligned with the client's stated goals.

This commitment allows us to continually provide clients with timely solutions to their current situations and plan ahead for future challenges. We practice holistic strategic planning by placing a strong emphasis on integrating all aspects of a financial strategy such as estate, business, insurance and investment planning as well as tax planning. We do this by taking a team approach to the planning process.

We have a well earned reputation for integrity and a strong planning process designed to help create solutions to clients' financial needs and concerns.

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 Regan Financial Group LLC is an Investment Adviser registered with the State of California. CA insurance license 0B07171

This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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