Robert J. Regan, Sr. CFP<sup>&reg;</sup> - Financial Advisor

Robert J. Regan, Sr. CFP®

Regan Financial Group

145 Town and Country Dr, Ste 101
Danville, CA 94526
FINANCIAL ADVISOR'S WEBSITE
(925) 820-0630

General

Robert Regan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Regan Financial Group in Danville, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances

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