Regista Financial Strategies
Tuesday 11 am - Greenwood Village CO
As a financial advisor, I create personalized financial strategies to help achieve your unique, long-term goals. As life happens, I will coach you through the plan and guide you in making any necessary changes to help keep you on track.
My three core segments are ambitious young professionals, households who are separating assets or going through a divorce, and employer retirement plans.
I help ambitious young professionals, such as sales representatives, attorneys and software engineers, not make the financial mistakes prior generations may have made, helping them to attain financial independence at a younger age.
When a household separates, many times one of the spouses is not as well versed in the financial strategies of the household. Navigating this space alone can be daunting with so much changing, from budgeting and education funds to individual accounts. As a member of the Colorado Collaborative Divorce Professionals, I dedicate time to meet with other industry professionals to help ensure we provide sound financial strategies for those who are separating assets or going through a divorce.
With employer retirement plans, we pride ourselves on service above all else. We provide education to employees and help them with the tools and knowledge necessary to have confidence in their retirement plan so they can focus on work.
On a more personal note, I spend a lot of my free time in the outdoors enjoying the mountains, from snowboarding to hiking, and staying active through sports. I also enjoy my involvement in youth soccer as a coach, sharing my love of the game and everything it did for me while growing up.