Robert Regan

I have over thirty years of experience in the financial services industry working with families and small businesses to plan for their financial futures. I bring knowledge, experience and information about the complex world of finance to my clients.

I graduated with a B.S. degree in Biology from St. Mary's College in California. I am a member of the Society of Financial Service Professionals 

I am actively involved in many community organizations. I serve on the St. Mary's College Alumni Board and am a former Board member of the Alamo Improvement Association. I am a past Treasurer of the Bay Area chapter of the ALS Association, Past-President Woodrose Academy Parents Club, NPF and Unbound One.

My wife, Carolyn, and I live in Alamo with the last two of nine children. We are active in church, school and local community activities. I enjoy family events, our children's sports, boating, mountain biking, skiing and golf.