An experienced financial professional dedicated to helping individuals, families, and businesses achieve their financial goals.* Working with individuals and families, I am focused on assisting my clients accumulate and manage their wealth, preserve their families' life-style through changing times, and transfer their legacy to the next generation.* Working with business owners and managers, I work to ensure company resources are optimally utilized in the employee benefit and succession planning arenas. Our goal: enhancing shareholder value, as well as the financial well-being of all stakeholders - owners, managers, and employees.Regal Wealth Advisors' team approach achieves results through proactive, comprehensive, and pragmatic financial planning and wealth advisory services. We utilize prudent investment and risk management strategies, and best-in-class solutions. As independent advisors, we are not limited to a single company's offerings, but rather evaluate the broad market to present to each client the most appropriate recommendations. Regal has available national resources and market weight, ensuring market access. Also, specialized expertise is at hand, if warranted by unique circumstances. This collaborative approach and collection of resources is focused on keeping our clients' best interests at the forefront.Comprehensive, independent, and well-resourced, Regal is ideally positioned to help individuals, families, and businesses achieve their financial goals.Areas of Practice: Financial Planning Investment ManagementTax PlanningRisk Mitigation & InsuranceRetirement PlanningEstate PlanningEmployee BenefitsSuccession PlanningNotice re: Endorsements & Recommendations: As an Investment Advisor Representative (IAR) licensed through FINRA, I am prohibited from accepting endorsements or testimonial-like recommendations. Thank you to all who have tried to share their support; I am flattered and appreciative.Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.