Client Services

Let's talk about what is important to you ... Let's bridge your real life to your ideal life!

Your gateway to Regency Financial Group (RFG) starts with your CFP® Advisor, a highly trained fee-only Independent Financial Advisor and Registered Investment Advisor (RIA) with a fiduciary duty to act in our clients' best interest.  Your CFP® Advisor doesn’t sell checking services and/or other products.  You, your family, your business, and your investment objectives are your CFP® Advisor’s single charge.

The best way to contact me is

Call me at 818-330-9610

or

email me at This email address is being protected from spambots. You need JavaScript enabled to view it.

Regency Financial Group
2855 Piedmont Ave.
La Crescenta, CA 91214
Tel: (818) 330 9610
Fax: (818) 369 7246
This email address is being protected from spambots. You need JavaScript enabled to view it.

 I don't sell, I serve - Vahick A. Yedgarian

100% objectivity

REGENCY FINANCIAL GROUP (RFG) receive no commissions, rebates, or any form of compensation from banks, brokerage firms, mutual fund families, partnerships or insurance companies — our only compensation is from our clients. As a result, our advice to you is 100% objective and free from the conflicts of interest inherent in the wealth management solutions provided by some brokerage firms, banks, insurance companies and other financial institutions.

Our fee for managing our clients’ portfolios is 0.50% (less than $5,000,000) to 0.35% ($5,000,000 or more) per year

Your CFP® Advisor's commitment to providing integrated solutions is based on the premise of meeting all of your financial, investment, and wealth planning needs.  A wide variety of product solutions coupled with access to planning specialists allow your CFP® Advisor the ability to offer you integrated solutions.  As our client you will have instant access to account balances, holdings, transaction history, reports, and market data.

We may assist you to:

  • Avoid performance chasing when selecting asset classes and portfolios
  • Manage risk comprehensively without reducing long-term returns
  • Reduce taxes more effectively. We assess potential trades on an after-tax basis, taking into account all the gains and losses across your portfolios

Client Services include:
Asset Management
Education planning
Estate planning
Financial planning
Portfolio management
Retirement planning
Tax planning
Wealth management
Real estate services and 1031 Exchange