About Regency Investment Advisors

Who We Are

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.

Regency Investment Advisor smiling while speaking to a client

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

Service

We approach every professional relationship with a helpful, respectful, and responsible mindset.

Excellence

We provide the highest quality of personalized service for our clients at every opportunity.

Teamwork

We strive to create an environment of trust and collaboration between staff, advisors, and owners.

Learning

As lifelong students, we foster an environment where we continue to grow personally and professionally.

Integrity

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.

Tony Fazio Headshot
Tony Fazio Chief Executive Officer
Daniel Ray Headshot
Daniel Ray,
CFP®
President & Senior Advisor
Chris Comstock Headshot
Christopher Comstock,
CFP®, CRPS®, AIF®
Vice President & Senior Advisor
Marci Deck Headshot
Marci Deck,
CFP®
CCO & Corporate Admin
Judson Myers Headshot
Judson Myers,
CFA®, MBA
Chief Investment Officer
Kelly Carey Headshot
Kelly Woesner Operations and HR Director
Jeremy Whitt Headshot
Jeremy Whitt,
CIMA®
Portfolio Specialist
Christine Twitchell Headshot
Christine Twitchell Client Service Director
Wade Wallace Headshot
Wade Wallace,
CFP®, RICP®
Associate Advisor
Santos Arias Headshots
Santos Arias Associate Advisor
Brandy Thompson Headshot
Brandy Thompson Administrative Specialist
Janelle Estrada Headshot
Janelle Estrada Client Service Specialist
Narek Khatchikian Headshot
Narek Khatchikian Portfolio Research Analyst
Lily Varela Headshot
Lily Varela Administrative Assistant
Stephen Guinn Headshot
Stephen Guinn Advisor Emeritus (In Memoriam)
Tony Fazio Headshot
Tony Fazio Chief Executive Officer
Daniel Ray Headshot
Daniel Ray,
CFP®
President & Senior Advisor
Chris Comstock Headshot
Christopher Comstock,
CFP®, CRPS®, AIF®
Vice President & Senior Advisor
Marci Deck Headshot
Marci Deck,
CFP®
CCO & Corporate Admin
Judson Myers Headshot
Judson Myers,
CFA®, MBA
Chief Investment Officer
Kelly Carey Headshot
Kelly Woesner Operations and HR Director
Jeremy Whitt Headshot
Jeremy Whitt,
CIMA®
Portfolio Specialist
Christine Twitchell Headshot
Christine Twitchell Client Service Director
Wade Wallace Headshot
Wade Wallace,
CFP®, RICP®
Associate Advisor
Santos Arias Headshots
Santos Arias Associate Advisor
Brandy Thompson Headshot
Brandy Thompson Administrative Specialist
Janelle Estrada Headshot
Janelle Estrada Client Service Specialist
Narek Khatchikian Headshot
Narek Khatchikian Portfolio Research Analyst
Lily Varela Headshot
Lily Varela Administrative Assistant
Stephen Guinn Headshot
Stephen Guinn Advisor Emeritus (In Memoriam)

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.

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      Disclosure

      You are now leaving the Regency Investment Advisors (“Regency”) website and will be entering the Charles Schwab & Co, Inc (“Schwab”) website. Schwab is a registered broker-dealer, and is not affiliated with Regency or any advisor whose name appears on this website. Regency is independently owned and operated. Schwab neither endorses nor recommends Regency. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Regency under which Schwab provides Regency with services related to your account. Schwab does not review the Regency website and makes no representation regarding the content of the website. The information contained in the Regency website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.