Principal Financial Advisor
Current
Apr 2019 - Present
AeroLeads people directory · profile
Regina Carbajal Legates Email & Phone Number
Principal at FigTree Financial Advisors – helping clients Nourish Their Dreams
at
FigTree Financial Advisors
1 work email found
@figtreeadvisors.com
2 phones found area 800
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal at FigTree Financial Advisors – helping clients Nourish Their Dreams
Location
San Francisco Bay Area, United States, United States
Company size
Who is Regina Carbajal Legates? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Regina Carbajal Legates is listed as Principal at FigTree Financial Advisors – helping clients Nourish Their Dreams at FigTree Financial Advisors, a company with 3 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at figtreeadvisors.com, phone signal with area code 800, and a matched LinkedIn profile for Regina Carbajal Legates.
Regina Carbajal Legates previously worked as Principal Financial Advisor at Figtree Financial Advisors and Investment Advisor Representative at Prosperity Financial Group, Inc.. Regina Carbajal Legates holds Bachelor Of Science, Economics from University Of California, Riverside.
Company email context
Email format at FigTree Financial Advisors
This section adds company-level context without repeating Regina Carbajal Legates's masked contact details.
{first_initial}{last}@figtreeadvisors.com
79% confidence
AeroLeads found 1 current-domain work email signal for Regina Carbajal Legates. Compare company email patterns before reaching out.
Profile bio
About Regina Carbajal Legates
Principal financial advisor with over 20 years of experience helping clients customize retirement plans and execute income distribution strategies before and during retirement. With prudent financial planning, My success is driven by understanding client values, goals, and risk tolerance while partnering with seasoned investment managers that can navigate volatile markets. I work with individuals and couples focused on retirement planning who want to obtain security, peace of mind, and confidence about their financial future.
Listed skills include Services.
Current workplace
Regina Carbajal Legates's current company
Company context helps verify the profile and gives searchers a useful next step.
Figtree Financial Advisors
4 roles
Regina Carbajal Legates work experience
A career timeline built from the work history available for this profile.
Investment Advisor Representative
Jun 2017 - Apr 2019
Financial Advisor
Sep 2005 - Jun 2017
Financial Advisor
Jun 1998 - Sep 2005
1 education record
Regina Carbajal Legates education
FAQ
Frequently asked questions about Regina Carbajal Legates
Quick answers generated from the profile data available on this page.
What company does Regina Carbajal Legates work for?
Regina Carbajal Legates works for FigTree Financial Advisors.
What is Regina Carbajal Legates's role at FigTree Financial Advisors?
Regina Carbajal Legates is listed as Principal at FigTree Financial Advisors – helping clients Nourish Their Dreams at FigTree Financial Advisors.
What is Regina Carbajal Legates's email address?
AeroLeads has found 1 work email signal at @figtreeadvisors.com for Regina Carbajal Legates at FigTree Financial Advisors.
What is Regina Carbajal Legates's phone number?
AeroLeads has found 2 phone signal(s) with area code 800 for Regina Carbajal Legates at FigTree Financial Advisors.
Where is Regina Carbajal Legates based?
Regina Carbajal Legates is based in San Francisco Bay Area, United States, United States while working with FigTree Financial Advisors.
What companies has Regina Carbajal Legates worked for?
Regina Carbajal Legates has worked for Figtree Financial Advisors, Prosperity Financial Group, Inc., Ameriprise Financial Services, Inc., and American Express.
Who are Regina Carbajal Legates's colleagues at FigTree Financial Advisors?
Regina Carbajal Legates's colleagues at FigTree Financial Advisors include Marjorie Carbajal.
How can I contact Regina Carbajal Legates?
You can use AeroLeads to view verified contact signals for Regina Carbajal Legates at FigTree Financial Advisors, including work email, phone, and LinkedIn data when available.
What schools did Regina Carbajal Legates attend?
Regina Carbajal Legates holds Bachelor Of Science, Economics from University Of California, Riverside.
What skills is Regina Carbajal Legates known for?
Regina Carbajal Legates is listed with skills including Services.
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