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Maire Regan

Financial Advisor

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Maire Regan

FINANCIAL ADVISOR

Philosophy

I believe that when people feel financially secure and empowered, they make better  decisions, not just with their money, but in every area of life. My role is to help clients align  their financial choices with their goals, values, and needs. 

Why I Do This Work

I love connecting with people & helping them reach their financial goals, so they can live
with greater clarity, intention, and peace.

Certifications & Background

  • BA Psychology; MA Counseling Psychology

  • CPFA (Certified Plan Fiduciary Advisor) & BFA (Behavioral Financial Advisor)

  • 15+ years in the financial services industry

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