Paul Sinatra (CFP®, ChFC®)

Paul Sinatra focuses in the
following client markets or areas of practice:

  • Hourly
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Regency Financial Planning, LLC is an independent fee-only financial planning firm serving the metropolitan Atlanta area. We believe that all people, regardless of income or net worth should have access to affordable, competent and objective financial advice. We remain objective by selling no products and accepting no commissions. We allow everyone to have access to our services by imposing no income, net worth or minimum asset requirements. Visit our website to learn more and then call for a free, no-obligation “get acquainted” meeting.

Additional Information

Paul has worked in the financial services industry since 1996. Prior to starting Regency Financial Planning LLC, Paul was a Vice President in the Wealth Management divisions of Wachovia Bank (now Wells Fargo) and Branch Banking & Trust (BB&T). While there, Paul worked with the banks highest net worth clients delivering comprehensive wealth management services. Paul completed the Certified financial Planner professional designation program at Oglethorpe University in Atlanta in 2002. In 2009, Paul earned the advanced financial planning designation of Chartered Financial Consultant (ChFC) through American University in Bryn Mawr Pennsyvania.

NAPFA Start Date

September 27, 2010

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This Office

1141 Sheridan Rd NE Atlanta, GA 30324-3714 Phone: (404) 633-1910 Fax: (404) 492-7160