Let's talk about what is important to you ... Let's bridge your real life to your ideal life!
REGENCY FINANCIAL GROUP (RFG) is a Registered Investment Advisor (IRA) with the California Department of Business Oversight under the Corporate Securities Law and the California Administrative Code.
The best way to contact me is
Call me at 818-330-9610
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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
Fee-Only
Independent Fiduciary Financial Advisor
Registered Investment Advisor
100% objectivity
REGENCY FINANCIAL GROUP (RFG) receives 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 0.25% (less than $5,000,000) to 0.20% ($5,000,000 or more) per year
RFG is personal financial management, personal financial planning, investment advisory, and wealth management firm established in 1995, which assists clients in every aspect of their financial life, including asset management, financial management, financial planning, portfolio management, retirement planning, estate planning, tax planning, and wealth management.
RFG's commitment to providing broad-based financial services is based on the premise of meeting all of its clients’ financial needs. A wide variety of product solutions coupled with access to planning specialists allow us the ability to offer integrated financial services to our clients. With complete objectivity, we truly represent only you, our client.
RFG’s founder Vahick A. Yedgarian, Ph.D., MFE, CFP®, has been providing advisory services through other firms since 1995. The registration status for the firm-RFG’s investment advisory license was approved on 1/1/1995-Withdrew: 2/16/2003. Approved: 6/6/2006.
Vahick A. Yedgarian, Ph.D., MFE, CFP®
I am a fee-only Registered Investment Advisor (RIA), Independent Fiduciary Financial Advisor, Certified Financial Planner (CFP®), Investment Manager, and lecturer. I create financial plans and strategies for individuals, families, and businesses. Together we will align your goals and establish your priorities - a consultative approach and deeply personal when there is more complexity.
If you are not looking for outperformance but looking beyond traditional planning then, we might also be able to assist you with cash-flow planning, tax advice, and tax preparation, “breadth of services beyond investing.”
I practice as a fee-only Independent Fiduciary Financial Advisor and Registered Investment Advisor (RIA) with a fiduciary duty to act in my clients' best interest. I DON'T SELL, I SERVE.
I have been providing advisory services since January 1, 1995, until the license was surrendered on February 16, 2003, to provide services through 1st Global. I re-registered and was approved on June 6, 2006.
Vahick Yedgarian uses the services of TD Ameritrade Institutional a division of TD Ameritrade Inc., member FINRA/SIPC (Custodian) for his clients’ accounts.
Vahick A. Yedgarian - Owner
Business Background:
Regency Financial Group, April 1991 to Present
Investment Advisory Background, 01/95 to Present
Registered Investment Advisor, June 6, 2006, to Present
1st Global Advisors Inc., Investment Advisor Representative, 11/2004 – 04/2006
Mony Securities Corp., Investment Advisor Representative, 12/2003 – 10/2004
Trusted Securities Advisors Corp., Investment Advisor Representative, 12/2002 – 12/2003
Grattan Financial Securities, Inc., Investment Advisor Representative, 08/1999 – 07/2002
Royal Alliance Associates, Inc., Investment Advisor Representative, 09/1994 – 03/1999
G. R. Phelps & Co., Inc., Investment Advisor Representative, 04/1992 – 09/1994
The United Kingdom, Various Financial Institutions, 1980 - 1991
Accreditations:
Certified Financial Planner - CFP®
Personal Financial Planning - PFP - UCLA
Master of Business Administration - MBA
Master of Financial Economics - OU
Ph.D. in Business Administration with 18 credits in finance - NCU
