Peter Regan (CFP®, CLU, MBA)

Peter Regan focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Additional Information

Mr. regan teaches financial planning classes at the University of St. Thomas in Houston.  Students are primarily financial professionals studying for the CFP exam and gradute or undergradute students at St Thomas.

NAPFA Start Date

May 25, 2006

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This Office

12345 Jones Rd Ste 190 Houston, TX 77070-4959 Phone: (281) 685-9715 Fax: (281) 271-8146