“I help you navigate the complexities of life to give you financial confidence.”
Objective:
Who We Are | What We Do | How We Can Help
Globe Wealth Management CERTIFIED FINANCIAL PLANNERS™* work together to develop a strategic roadmap that serves as a guide in navigating your financial world in pursuit of your ultimate goal. In order for them to develop a customized plan, they educate you on how your investments, insurances and tax strategies work in tandem. A customized financial plan will give you a baseline of where to begin and a reference point to keep you on track.
Biography:
Regina earned a Bachelor of Arts degree from Le Moyne College, Syracuse, NY and began her career on Wall Street at E.F. Hutton and Company. After taking a position at Barclays Bank of NY Regina was promoted to Vice President and Trader for Barclays Bank, PLC and was responsible for managing Barclays US Funding Corp Commercial Paper Program and trading money market instruments.
Professional Designations and Registrations:
- CERTIFIED FINANCIAL PLANNERTM
- Securities Industry Essentials® [SIE®] Exam
- Series 7 – General Securities Representative Exam
- Series 66 – Uniform Combined State Law Exam
- Licensed for Life Insurance, Long Term Care and Variable Products
Regina's Core Competencies:
Client Service & Relationship Management | Account Servicing | Compliance & Regulatory Awareness
- Financial Planning
- Investment Management
- Insurance Strategies
- Retirement Planning
- Executive Stock Options
- Business Retirement Plans
- Business Benefits
- Business Exit Strategies
- College Planning
- Estate Planning
*Regina is a CERTIFIED FINANCIAL PLANNERTM
* Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
