Regency Investment Advisors welcomes three recent additions to the team. For one, it’s not so much something new as it is coming home.
Bob Longatti was part of the executive management team at Regency Bank that in 1993 established Regency Investment Advisors. Because of the continued growth of the investment company and the owners’ steadfast focus on their clients, Regency decided to hire a president to concentrate on corporate structure, strategic planning, and special projects.
Although he unofficially retired in 2015 from a highly successful banking career(people like Bob never really retire completely), Bob agreed to accept the position as well as remain on the Board because of his respect for the people at Regency and their dedication to their clients.
Bob is a graduate of Cal Poly San Luis Obispo. He and his wife reside on a small ranch in the Sierra Foothills and enjoy the rural lifestyle. Their interests revolve around family which includes four grandchildren.
Jim Nakamura may be young (he graduated with a degree in finance from Fresno State in 2016), but he’s already an experienced entrepreneur. He has started two companies and worked in medical-equipment sales and real estate. When Regency approached Jim, though, he immediately saw an opportunity to build a career in his first love, finance.
As Associate Advisor, Jim will work closely with Steve Guinn and the other Advisors in servicing clients. With his entrepreneurial background, Jim will also be closely involved in Regency’s business development. Jim recently earned his FINRA Series 65 license. Jim lives in Clovis with his wife.
Wade Wallace, a 2019 Fresno State finance graduate, is also an Associate Planner. Wade passed his Series 65 exam this year and will be working on financial planning projects with the Advisors. Wade worked in the moving
industry while earning his undergraduate degree. Raised in the Madera Ranchos, where he still lives, Wade enjoys golfing, hiking, and traveling. He is single and has two brothers and two sisters.