Evidence-Based Investment Adviser And Financial Planner And Life Insurance And Long Term Care Agent
Regan Financial Group Llc
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Robert Regan Email & Phone Number
Evidence-Based Investment Adviser and Financial Planner and Life Insurance and Long Term Care Agent
at
Regan Financial Group LLC
1 work email found
@reganfinancialgroup.com
27 phones found area 925, 952, 612, 650, 415, 510, 630, and 708
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Regan Financial Group LLC
Role
Evidence-Based Investment Adviser and Financial Planner and Life Insurance and Long Term Care Agent
Location
Danville, California, United States
Who is Robert Regan? Overview
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Quick answer
Robert Regan is listed as Evidence-Based Investment Adviser and Financial Planner and Life Insurance and Long Term Care Agent at Regan Financial Group LLC, based in Danville, California, United States. AeroLeads shows a work email signal at reganfinancialgroup.com, phone signal with area code 925, 952, 612, 650, 415, 510, 630, 708, and a matched LinkedIn profile for Robert Regan.
Robert Regan previously worked as Evidence-Based Investment Adviser/ Financial Planner / Life Insurance & Long Term Care Agent at Regan Financial Group Llc and Director at Burr Pilger Mayer. Robert Regan holds Bachelor Of Science, Biology from St. Mary'S College Of California.
Company email context
Email format at Regan Financial Group LLC
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*@reganfinancialgroup.com
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AeroLeads found 1 current-domain work email signal for Robert Regan. Compare company email patterns before reaching out.
Profile bio
About Robert Regan
As an Investment Advisor and Financial Planner at Regan Financial Group, I have been helping busy people organize their financial lives and achieve their goals for over 32 years. I work with my clients as a fiduciary, putting their interests first and providing comprehensive, fee-based financial planning and education.We offer a ladder of tax strategies that can mitigate the taxes on your portfolio, unwind concentrated stock positions and build substantial losses in anticipation of the sale of appreciated assets like real estate or your company. Our basic investment strategy is based on peer-reviewed scientific research which increases clients' confidence in their investments.Our basic investment strategy is based on peer-reviewed scientific research which increases clients' confidence in their investments. I offer solutions in areas such as insurance, retirement, college, estate, charitable, and business planning. I strive to be the first resource for my clients' financial needs and to communicate with them proactively and regularly. My mission is to empower my clients to live a life well-lived.
Listed skills include Investments, Finance, Financial Planning, Wealth Management, and 15 others.
Current workplace
Robert Regan's current company
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Regan Financial Group Llc
4 roles
Robert Regan work experience
A career timeline built from the work history available for this profile.
Evidence-Based Investment Adviser/ Financial Planner / Life Insurance & Long Term Care Agent
Current
Regan Financial Group Llc
Since 1992 I have been helping busy people organize their financial lives. I manage money based on science guided by the art of financial planning.Regan Financial Group LLC is an Investment Adviser registered with the State of California. Regan Financial Group LLC does not provide tax or legal advice. CA Insurance license 0B07171This profile is published for residents of the United States only. Investment Advisor Representatives of Regan Financial Group LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state or advisor listed. For additional information, please contact Compliance Department at 925.820.0630.
Feb 2004 - Present
Mar 2000 - Jan 2004
Mar 1994 - Feb 2000
2 education records
Robert Regan education
Bachelor Of Science, Biology
Bachelor Of Science (B.S.), Biology
De La Salle High School
FAQ
Frequently asked questions about Robert Regan
Quick answers generated from the profile data available on this page.
What company does Robert Regan work for?
Robert Regan works for Regan Financial Group LLC.
What is Robert Regan's role at Regan Financial Group LLC?
Robert Regan is listed as Evidence-Based Investment Adviser and Financial Planner and Life Insurance and Long Term Care Agent at Regan Financial Group LLC.
What is Robert Regan's email address?
AeroLeads has found 1 work email signal at @reganfinancialgroup.com for Robert Regan at Regan Financial Group LLC.
What is Robert Regan's phone number?
AeroLeads has found 27 phone signal(s) with area code 925, 952, 612, 650, 415, 510, 630, 708 for Robert Regan at Regan Financial Group LLC.
Where is Robert Regan based?
Robert Regan is based in Danville, California, United States while working with Regan Financial Group LLC.
What companies has Robert Regan worked for?
Robert Regan has worked for Regan Financial Group Llc, Burr Pilger Mayer, and Northwestern Mutual.
How can I contact Robert Regan?
You can use AeroLeads to view verified contact signals for Robert Regan at Regan Financial Group LLC, including work email, phone, and LinkedIn data when available.
What schools did Robert Regan attend?
Robert Regan holds Bachelor Of Science, Biology from St. Mary'S College Of California.
What skills is Robert Regan known for?
Robert Regan is listed with skills including Investments, Finance, Financial Planning, Wealth Management, Management, Securities, Mutual Funds, and Finra.
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