Regista Financial Strategies

Financial planner (show on map)

5.0

★★★★★

5 reviews

Regista Financial Strategies provides personalized financial planning, investment management, and post-divorce financial planning services to help clients achieve their financial goals.

Call (720) 319-8279

Navigate to Visit website

About

Regista Financial Strategies is a boutique financial advisory firm specializing in personalized financial planning, investment management, and post-divorce financial planning. The firm aims to provide clarity, not complexity, in financial matters, helping clients navigate life changes such as divorce, career transitions, and retirement planning.

Services include financial planning, investment management, wealth management, retirement planning, and employer retirement plans, all tailored to individual client goals and circumstances.

Clear, practical planning

Goal-based financial planning

Specialized post-divorce financial planning

Collaborative approach with other professionals

Services

Financial Planning

A comprehensive plan simplifies complex financial decisions, mapping out a clear path to stay on course and adjust as life changes.

Post-Divorce Financial Planning

Provides structured approach to understanding and managing the complex financial implications of divorce, ensuring stability and long-term planning.

Asset and portfolio analysis Child support and tax considerations Goal-based financial planning

Investment Management

Designs and manages portfolios that align with clients' goals, risk tolerance, and long-term vision.

Wealth Management

Connects investing, planning, and long-term strategy to grow and protect wealth in alignment with clients' life goals.

Retirement Planning

Creates a clear path to retirement by determining financial needs and establishing strategies to meet those goals.

Employer Retirement Plans

Assists business owners in setting up and managing retirement plans that support both business goals and employee needs.

Credentials & Certifications

CIO & Partner

CFP®

CDFA®

Reviews

Rating

★★★★★

Reviews

"He takes the time to understand your goals and risk tolerances."

Frequently Asked Questions

How is Regista’s approach different from other financial firms? +

Regista focuses on clear, practical planning that supports real-life decisions, offering guidance, clarity, and support tailored to each client’s journey.

What if I don’t feel confident managing money or making financial decisions? +

Regista breaks down financial matters in simple terms and builds a personalized plan that fits your life, providing support without judgment.

Can you still help if I already have a financial advisor, CPA, or attorney? +

Yes, Regista often works alongside other professionals, filling in gaps and offering planning support that ties everything together.

What kinds of decisions do people come to you for help with? +

Clients seek help with job changes, benefit elections, retirement planning, divorce, and general financial clarity, ensuring decisions align with their life goals.

I’m going through a divorce. When should I bring in a financial expert? +

As early as possible; a Certified Divorce Financial Analyst® helps understand finances, avoid costly mistakes, and prepare for negotiations, often supporting clients alongside their attorney or mediator.