Financial

REGENCY FINANCIAL GROUP (RFG) is a Registered Investment Advisory firm with the California Department of Business Oversight under the Corporate Securities Law and the California Administrative Code.  As a privately owned financial planning and investment advisory firm we develop innovative, custom-tailored investment strategies without the pressure to promote internal products. Our advisors work with you to determine your tolerance for risk and to develop a financial roadmap that gives you the utmost comfort while striving to preserve and enhance your personal or family wealth.

As a RFG client, you benefit from our dedication to personal attention – even with issues beyond your portfolio.  RFG’s investment advisory services are available to individuals, families, trusts, estates, endowments, charitable organizations, corporations, and profit sharing plans for a percentage of assets under management.

Investing in securities involves risk of loss that clients should be prepared to bear.

To find out more about financial planning and investment adivisory services offered through RFG, contact us at (818) 330-9610 or email This email address is being protected from spambots. You need JavaScript enabled to view it.