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Robert Regan

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.
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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.
 


Check the background of this financial professional on FINRA's BrokerCheck.