Financial planning is much more than investing—it considers all aspects and areas of your life, from budgeting, paying taxes, and retirement to saving for higher education and organizing family vacations. At Regency, we believe it is essential for our advisors to understand how to bring all of the pieces of your life together to create a broad, cohesive financial plan.
A fiduciary financial advisor is a professional who is legally bound to create financial plans for clients in the best interest of their needs and goals. Only practitioners who fulfill the requirements of the Certified Financial Planner Board of Standards, Inc. (CFP Board) can display the CFP® certification marks. Requirements include education in tax planning, employee benefits, retirement planning, estate planning, investment management, and insurance; work experience; and ethics training.
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