Allen Regan (CFP®)

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

  • Business Owners
  • Entrepreneurs
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Tax Planning

Additional Information

Allen’s interest in finance began at ten years old, when his grandfather began giving him old copies of The Wall Street Journal. His interest in helping others with finance started at the same time he took those old copies to school and showed his friends how to look up stock prices (after he explained what a share of stock is). This interest grew into multiple positions with multiple firms spanning over a decade, including Buckingham Strategic Partners affiliated firm, Buckingham Strategic Wealth. Allen joined Lifeguard Wealth in 2018 as an Associate Advisor. He works hand in hand with Joe Delaney building strong client relationships based on personalized service and informed advice.

Allen is a CERTIFIED FINANCIAL PLANNER™ professional with a bachelor’s degree in finance from William Carey University. He enjoys spending his free time with his wife Kendall, their two children Avery and Patrick and their dog Winnie. Allen also enjoys landscaping and gardening, and considers any day on the water a day well spent.

NAPFA Start Date

April 01, 2020

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This Office

1010 B St Ste 323 San Rafael, CA 94901-2920 Phone: (415) 578-3160