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Walnut Creek - N California Blvd

Regan Smith

CFP®

Wealth Advisor

1646 N California Blvd, Suite 320
Walnut Creek, CA 94596

Regan Smith

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Regan Smith

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Regan

Regan has more than 11 years of experience in financial services. He began his career as a financial planning specialist at one of Milwaukee’s fastest-growing firms, working with families to build financial foundations and plan for the future. He then served as a Wealth Advisor at Adero Partners prior to joining Focus Partners Wealth.

Outside of work Regan enjoys global travel, long-distance running, hiking Colorado’s mountain trails, and trips to the Denver Zoo with his wife and young daughter. He’s passionate about teaching, learning, and building meaningful connections—especially over great Vietnamese food, a new fantasy novel, or a thoughtfully brewed craft beer. A committed community advocate, Regan has been fundraising to support the fight against multiple sclerosis for more than a decade.

Education and Professional Milestones

  • University of Wisconsin-Madison – Bachelor’s Degree in Personal Finance
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