Advisors
Partner with Regatta and outsource the stress and demands of daily management of your clients’ nest egg. Rely on Regatta for your continuing education requirements.
Whether you are a CPA, Stock Broker, Financial Planner, RIA or an Insurance agent, Regatta is here for you. We will help you:
- Annualize your income stream by getting off the commission treadmill
- Outsource the stress of managing portfolios in volatile markets
- Focus on gathering assets and clients relationships rather than being tied to a trading monitor all day
- Diversify your client’s investment portfolio with the Wall Street AdvantageTM
- Generate previously untapped revenue streams with our 401k and annuity management programs
In addition, Regatta will provide you with marketing support, including direct mail programs to your clients as well as speaking services. We also provide CPA CPE, Series 7 and 6, FPA approved educational lectures and material for your organization, sales meetings, etc. Rely on Regatta!
Contact us today to discuss how we can be of service to you.








