Top Financial Advisors In San Marino, CA

OLIVER REGAN ADVISORS, LLC is a financial advisory firm that provides personalized and comprehensive services to help individuals and families achieve their financial goals. Founded in 2008 by Oliver Regan, a financial expert with over 20 years of experience, the firm offers customized financial planning and investment solutions. They guide clients on retirement planning, estate planning, and risk management, and regularly review and adjust portfolios to align with their goals and risk tolerance. The firm fosters open communication and builds long-term relationships with clients. With a team of highly qualified advisors and a proactive approach to financial planning, the firm has helped clients weather market ups and downs and achieve success. OLIVER REGAN ADVISORS, LLC has a clean record and a transparent fee structure, charging fees based on a percentage of assets under management. They cater to a diverse client base, including high-net-worth individuals, families, and small business owners. Overall, the firm is well-equipped to assist clients at all stages of their financial journey.