portrait of Regina Korossy
FINANCIAL ADVISOR
Accepting New Clients
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About Regina

When your clients repeatedly say, "you make complex concepts easy to understand," it means a lot. This is a result of teaching at Pepperdine University for more than a decade, as well more than 25 years as an executive, entrepreneur and educator. I have worked domestically and internationally with business owners, families and individual investors to help them build wealth and protect their hard-earned assets.

I take the time to learn what is most important to you and your financial goals. I use an established strategy and a long-term, diversified, quality investment philosophy that maximizes portfolio construction and tax saving...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Divorce Finances
  • Portfolio Reviews
  • Estate & Legacy Strategies

Work History

  • Edward JonesNovember 2018 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Pepperdine UniversityMaster of Business Admin

Personal Interests

  • Spending Time with Family
  • Fine Dining
  • Community Outreach
  • Traveling
  • Movies & Entertainment

Team Members

  • Anelize Larsen
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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