FINANCIAL ADVISOR & PARTNER

James Regan, AIF®

AIF®,

SharpePoint Team James Regan, AIF®

Biography

James (Jim) Regan always knew he wanted to help people. In college, when he realized that most people lacked real-world knowledge of the financial industry, he set out to change that. He began reading The Wall Street Journal, and for four years straight, he read the newspaper cover to cover, immersing himself in the markets and economy. James began his financial career to help educate and empower his clients to take control of their financial future.

As a co-founder and financial advisor, James’ 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. James is most proud when he can help his clients create the roadmap to reach their financial dreams and goals.

James 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.
Before his career as a financial advisor, James proudly served his country in the Air National Guard and was deployed three times in support of Operations Enduring Freedom and Iraqi Freedom. He was awarded the Air Force Achievement Medal and was named a “Hometown Hero” by the City of Springfield, Ill. for his service. He formerly served as Chairman of the Board for Military Assistance Mission, a nonprofit that serves active-duty military, veterans and their families.

James and his wife are proud parents of a baby girl and enjoy spending time together as a family.

Education

Marketing, Finance BA, Illinois State University

Designations

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