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.