Background

Prior to becoming a CFP® practitioner, Mr. Regan spent 25 years auditing and managing pension plans, 401ks, IRAs, insurance and annuity contracts. Mr. Regan has practiced as a Certified Financial Planner® practitioner since 1996. He has prepared financial plans for and managed the investments of hundreds of individuals, trusts and small companies. He served on the Board of the Houston Chapter of the Texas Society of CPAs and was chairman of the Financial Planning Committee. Mr. Regan also teaches a class in financial planning at Saint Thomas University in Houston to financial professionals that are studying to become Certified Financial Planners®.