A veteran of the financial services industry, Regina has dedicated over 20 years of experience to helping clients with comprehensive financial planning, pre-retirement and post-retirement planning, investments, tax planning, tax reduction strategies, insurance review, protection planning, retirement plans: IRA, Roth IRA, SEP IRA, 401(k), 403(b), 457, and deferred compensation, social security, pensions, employer benefits, charitable giving, and legacy planning. Regina works with the affluent, retired, pre-retired, families, and women.
A graduate of the University of California at Riverside majoring in Economics, Regina holds her FINRA Series 7, 63 & 65 securities examinations along with a Chartered Advisor in Philanthropy (CAP©) designation. Regina and her husband Bryan partner with local and international organizations such as City Team, International Justice Mission, Living Water International, and many others. As an athletic scholarship recipient in volleyball, Regina is a three-time NCAA All-American, scholar athlete, and U.C.R Athletics Hall of Fame inductee. Regina and Bryan have five children. She loves spending time with her family and friends, playing volleyball, and reading.
Marjorie has dedicated over 13 years to helping clients accomplish their financial goals. Marjorie provides advice and creates custom financial plans for debt repayment, cash flow management, creating a savings plan, home purchase, college savings, investments, insurance review and planning, employer benefits, retirement plans; IRA, Roth IRA, SEP IRA, 401(k), 403(b), 457, and deferred compensation, and retirement planning. Marjorie specializes in working with young individuals, families, and pre-retired clients.
A graduate of San Jose State University majoring in Finance, Marjorie holds her FINRA Series 7, 63 & 65 securities examinations. Married to her husband Robert, they have a beautiful daughter named Erin Rose. She enjoys spending time with her family, hiking, watching movies, and she is a huge Warriors and sports fan.
Integrity. Along with transparency and open communication, integrity informs all our decisions. It’s the bedrock of our client relationships and the key ingredient to sustainable success.
Education. Client education leads to increasingly effective decisions. We seek to empower our clients to understand the financial solutions available and partner with them to take action on the choices that will help achieve their financial goals and dreams.
Relationships. We strive to create strong relationships with our clients by understanding their values and goals, and not just their financial numbers. As your advocate, we seek to nurture lasting partnerships and provide you with a great standard of care.
Philanthropy. We help our clients reach financial security so that they may grow their standard of living and an opportunity to grow their standard of giving. Few moments in life match the satisfaction that our clients feel when they know that their charitable giving has impacted lives in their community and in the world.