Regal Financial Group
Regal Financial Group is a full-service financial firm specializing in retirement planning, investment management, and multi-generational planning. We believe a client’s trust should be placed in the hands of knowledgeable experts with credentials such as the: Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter. Our approach to financial planning does not contain piecemeal recommendations or transactional product offerings but rather tailored financial plans customized around your unique set of goals. We build long-term relationships throughout the years to monitor and adjust the plan along the way.
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Verified contacts
7
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
264
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- TG
Troy Grezaffi
Registered Investment Advisor · Finance & Accounting
EmailPhone - MR
Mario Ruiz
Retirement Income Specialist & Wealth Manager · Other
EmailPhone - CG
Carlos Guzman
Financial Advisor · Finance & Accounting
EmailPhone - DD
Daylen Dye
Financial Advisor · Finance & Accounting
EmailPhone - DD
Devan Dekker
Onboarding Coordinator · Operations
EmailPhone - TS
Travis Su
Client Services Associate · Customer/Client Service
EmailPhone
Showing 6 of 7 verified contacts
Top roles at Regal Financial Group
5 distinct titles indexed · top 5 shown.
- 2financial advisor
- 2retirement income specialist & wealth manager
- 1client services associate
- 1onboarding coordinator
- 1registered investment advisor
Sign up to unlock all 7 contacts at Regal Financial Group
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