About Regency Investment Advisors
After three decades in the San Joaquin Valley, we remain committed to peace of mind for our clients, educating, guiding, and supporting them in making practical financial decisions for a prosperous future.
Drawing on decades of collective experience and industry knowledge, our advisors work independently and collaboratively to design an investment strategy around your goals and objectives. We are defined by our desire to do the right thing, known for consistently going beyond what is expected of us in service to our clients, colleagues, and community.
The Regency Difference
We are known by the principles upon which we’ve built our firm. Since 1993, we have been building relationships with colleagues and clients based on trust, commitment, and mutual respect.
Our Vision
To be a beacon of trust along life’s journey.
Our Mission
Providing financial peace of mind for our associates, clients, and community, now and for generations to come.
Our Vision
To be a beacon of trust along life’s journey.
Our Mission
Providing financial peace of mind for our associates, clients, and community, now and for generations to come.
Our Values
We approach every professional relationship with a helpful, respectful, and responsible mindset.
We provide the highest quality of personalized service for our clients at every opportunity.
We strive to create an environment of trust and collaboration between staff, advisors, and owners.
As lifelong students, we foster an environment where we continue to grow personally and professionally.
We earn our clients’ trust by demonstrating an unparalleled level of honesty, loyalty, and fairness. We speak the truth, kindly.
Our Team
The advisors and associates at Regency are known for their years of expertise, strategic ingenuity, and commitment to personalized service. Meet the people who make it all happen.
CFP® President & Senior Advisor
CFP®, CRPS®, AIF® Vice President & Senior Advisor
CFP®, CRPC® Senior Advisor
CFP® CCO & Corporate Admin
CFA®, MBA Chief Investment Officer
CIMA® Portfolio Specialist
CFP®, RICP® Associate Advisor
CFP® President & Senior Advisor
CFP®, CRPS®, AIF® Vice President & Senior Advisor
CFP®, CRPC® Senior Advisor
CFP® CCO & Corporate Admin
CFA®, MBA Chief Investment Officer
CIMA® Portfolio Specialist
CFP®, RICP® Associate Advisor
Explore the possibilities of your passions.
Careers at Regency
While our chosen toolkit includes financial planning and management, Regency is in the business of helping people in the Central Valley build the futures they want for themselves and their families. Our team finds the most fulfillment in helping our clients achieve their goals. We are always looking for driven, supportive individuals who will join in advancing our mission as we support them in their professional growth. Connect with us today to explore the variety of opportunities available at Regency.
