James Regan Overview
- Firm
- SharpePoint
- Primary Position
-
Financial Adviso...
James Regan General Information
Biography
Mr. James Regan serves as Financial Advisor and Partner at SharpePoint. As a co-founder and financial advisor, his goal with SharpePoint was to create an independent registered investment adviser (RIA) where he would have the ability to truly serve in his clients' best interests. As an advisor, he helps his clients to look at the big financial picture and plan for and coordinate all important areas of their financial life. He graduated from Illinois State University with a bachelor's in marketing and minor in finance. He is an Accredited Investment Fiduciary (AIF®) and holds his FINRA Series 65 and life and health insurance licenses. He is currently studying to become a Retirement Income Certified Professional® (RICP ®) to better service his clients as they near or are at retirement.
Contact Information
Address
- 5090 North 40th Street
- Suite 200
- Phoenix, AZ 85018
- United States
James Regan Positions (1)
Firm name | Firm type | Title | Location | Industry | Since |
---|---|---|---|---|---|
SharpePoint | Investor | Financial Advisor and Partner | Phoenix, AZ | Hedge Fund |
James Regan FAQs
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Who is James Regan?
Mr. James Regan serves as Financial Advisor and Partner at SharpePoint.
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How much does James Regan typically invest?
James Regan's median deal size is
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What is James Regan’s main position?
James Regan’s primary position is Financial Advisor and Partner.
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What are the contact details for James Regan?
James Regan’s email address is ja
and his phone number is +1 (480) .
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