Regista Financial Strategies is a financial advisory firm helping individuals, families, and business owners make confident decisions about their finances. Its collaborative, personalized approach considers each client’s broader financial picture, including goals, assets, liabilities, and changing priorities. Services include wealth management, investment management, comprehensive financial planning, retirement planning, and post-divorce financial planning. The firm also helps business owners establish and manage employer retirement plans that address business objectives and employee needs.

Regista guides clients through major life transitions, including divorce and inheritance, and works with entrepreneurs to connect business success with personal wealth, cash flow, and retirement goals. Investment portfolios are tailored to clients’ objectives, risk tolerance, and long-term outlook. The planning process includes an initial conversation, a review of financial information, development of a personalized strategy, and ongoing support as circumstances evolve. Led by founder and Chief Investment Officer Akram Hassan, with financial advisor Nichole Graham, the firm emphasizes clear explanations and practical guidance.