Jena Regan is a Lead Advisor at North Berkeley Wealth Management, providing her clients with comprehensive financial planning and investment management services. 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 moved to the Bay Area for college where she found a true home in the west. After decades spent in San Francisco and Albany, she now lives in Washington state with her husband Dan, their two daughters, and sweet dog, Lady. Most weekends, they find themselves exploring parks, trails, and the natural beauty of the Pacific Northwest.
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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 volunteering at my kids’ schools. Helping the world from where we are and sharing what we have to give is one of my core values.
The best advice I ever received is to take the time to know yourself, your motivations, and your desired outcomes.
