Steve Guinn is officially retiring after 22 years with Regency Investment Advisors. But that doesn’t mean he’s saying goodbye.
He’ll be around through the end of the year to help his clients through the transition, and he’ll still be involved in special projects with the company from time to time. He also plans to volunteer with nonprofit groups.
“When I arrived at Regency Investment Advisors in 1998, I never imagined the day I would leave behind the day-to-day satisfaction of providing financial advice to trusted clients that I have come to call friends,” he says.
“That day is coming at the end of 2020, when my day-to-day activities will focus more on my family as I open a new life chapter we are calling ‘rewirement.’
After retirement, I anticipate being involved in special projects if called upon. I will always be an advocate for the firm.”
After working in the financial investment business for nine years, Steve joined Regency in 1998. In addition to serving as a Client Advisor, he’s been a member of the Investment Committee, focusing on investment planning and the fiduciary aspects of money management.
He’s a Certified Investment Management Analyst (CIMA®), Accredited Investment Fiduciary Auditor (AIFA®), and an Accredited Investment Fiduciary (AIF®).
Steve and his wife, Sandy, love any kind of auto racing. They’re already planning road trips to visit tracks across the country, including the Indianapolis Motor Speedway for the Indy 500 in the spring. They’ll also be spending time with daughter Ally in Fresno and son Matt in Florida.
Steve hopes to have more free time to explore his love of music, specifically, playing bass guitar.
“I am proud of everything about Regency and what the organization has accomplished,” he says. “We have been able to stay true to our core belief that the client comes first, even through challenging times. I am not just ‘retiring,’ but saying goodbye to working each day with my friends and a family.”