A distinguishing element at RegentAtlantic is our deep bench.  This enables us to become your primary financial coordinator.  Credentialed professionals from the fields of financial planning, investing, law, accounting, business administration and insurance provide advice and expertise.  Our culture fosters teamwork and collaboration, so that each client of the firm has access to the expertise of any and all of our financial colleagues.

Professional credentials include:

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Chartered Financial Analyst (CFA)
• Certified Public Accountant (CPA)
• Masters in Business Administration (MBA)
• Juris Doctor (JD)
• Chartered Financial Consultant (ChFC)
• Chartered Life Underwriter (CLU)