Jena Regan, CFP

About Jena Regan

Jean Regan, CFP® is an associate advisor and works closely with Lead and Senior Advisors to deliver comprehensive financial planning and investment management.

From Reaction to Action

By |2022-05-27T16:17:03-07:00May 27th, 2022|

In the initial moment of reaction, complex emotions compete with the sense that there are many decisions to be made, whether personal or financial.

Being a Money Person

By |2022-04-08T16:26:19-07:00March 25th, 2022|

We are all money people, each with a unique money story. Understanding your story is critical to effectively engaging with financial decision-making.

Mindful Finance

By |2021-06-03T11:01:07-07:00August 19th, 2020|

Periodically taking time to review your financial situation can alleviate stress and give you a sense of control.