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Kristina Regan

Wealth Manager

FinArc Investments Inc

United States, Massachusetts, Norwood

About Me

Kristina Regan joined FinArc in 2020 as a Wealth Manager. Kristina works closely with clients to understand their personal financial goals and helps clients achieve them with confidence and comfort. With more than a quarter century of experience as an investment professional, Kristina understands the important role a trusted financial advisor plays and she deeply values each client relationship. Her multi-decade experience managing money tax-efficiently can be particularly appealing to tax-sensitive clients. Kristina is adept at helping clients understand the reasons for investment decisions and how personalized financial advice advances the specific efforts of each client. Kristina is an

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Profile Information

Wealth Manager

FinArc Investments Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Norwood

Massachusetts

United States

Apr 29, 2025

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