Jena Regan, CFP®

Lead Advisor

Jena Regan, CFP®2022-09-26T16:09:00-07:00

Jena Regan is a Lead Advisor with North Berkeley Wealth Management, providing her clients with comprehensive financial planning and investment management. She began her advisory career with a desire to help people gain a sense of calm in their financial lives and feels privileged to act as a financial partner to her individual, family, and nonprofit clients.

Before joining North Berkeley, Jena served as Associate Financial Planner and Paraplanner at two East Bay advisory firms. Earlier in her career, Jena launched and operated a yoga studio in San Francisco and worked in the REIT and legal industries before making the career change to pursue her passion for financial planning.

Jena grew up in Western New York and has called the Bay Area her home for many years. She lives in Washington with her husband, Dan, and two daughters. Most weekends, they find themselves exploring parks, beaches, and the natural beauty of the Pacific Northwest.

she/her/hers

Education, Certifications, & Affiliations

  • CFP® (CERTIFIED FINANCIAL PLANNER™) certification
  • B.A. in Anthropology, Mills
  • Member, Financial Planning Association (FPA)

The Certified Financial Planner Board of Standards owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

More About Jena

My favorite part about being an advisor is the connections I make with clients. It’s one thing to pull a tool from the financial toolbox to answer a question, and quite another to witness how an advisor’s support can nurture and sometimes transform the vision people have for themselves.

I serve my community by sitting on the PTA Board for my daughters’ school in Albany and provide pro bono financial planning services in the community. Helping the world from where we are and what we have to give is one of my core values.

I’m looking forward to working with the YWCA to support their youth financial literacy programs. I feel it is important to provide an avenue for young people to understand how to manage their personal finances.

Articles by Jena

Intentional Spending

Instead of limiting ourselves with a budget, let’s express ourselves with a spending plan. When you have a spending plan aligned with your values, it’s easier to give yourself permission to enjoy the spending and invest in living.

The Power of Being Known

A client-advisor relationship can be much broader and richer than retirement calculations and investment strategies. Allowing an advisor to truly know you increases your trust and effectiveness in financial decision-making.

More Articles by Jena