James Regan AIF®

Financial Advisor & Partner

Bio

James has been in the financial services industry for over a decade, spending his early years as a financial marketer to existing financial advisors. This consisted of portfolio design and financial planning for clients and advisors. This experience gave him a unique view to the industry from the inside out and quickly accelerated his investment knowledge, along with his personal growth as an advisor.

James is the Managing Director of SharpePoint | Insurance Group. James’ focus is on varied portfolios of risk-adjusted investments in attempts to create well-balanced returns. Asset preservation, reduced risk, and an emphasis on a tax efficiency are hall marks of his investment style. He has created great relationships with his clients, in turn it has provided a solid foundation for consistent referrals.

Prior to his time in financial services, James spent seven and a half years in the Air National Guard and participated in three separate deployments in support of Operations Enduring Freedom and Iraqi Freedom. James formerly serviced as Chairman of the Board for Military Assistance Mission.

James is also a featured guest on KKNT, 960 The Patriot. As a reoccurring guest on the show, where he shares his knowledge regarding finances and real estate on Results Realty; Sundays at 5pm!

He was the keynote speaker on Retirement and Wealth planning at the annual Pawn Conference in Clearwater Beach, FL.

Education

BS, Illinois State University with a degree in Marketing.

Designations

Accredited Investment Fiduciary (AIF®)
TD Ameritrade Registration – Series 65