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 Albany with her husband Dan and two daughters. Most weekends, they find themselves exploring parks, beaches, and the natural beauty of Northern California.
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.