Advisor at Regency Financial Group
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Firm
Regency Financial Group
Location
La Crescenta, CA
Credentials
CFP®, Series 63
Industry experience
11 years
Vahick Yedgarian is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He has been the sole advisor at Regency Financial Group since 2011. In addition to his advisory role, he has worked as an adjunct instructor at several universities since 2009 and holds a California real estate license. Regency Financial Group is a single-advisor registered investment adviser offering discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm emphasizes a long-term, diversified investment approach and prepares written investment policy statements with regular portfolio reviews.
Based on Regency Financial Group
$0 - $10,000,000: 0.45% annually Over $10,000,000+: 0.35% annually
$600 per hour for financial planning services
La Crescenta, CA
California
Regency Financial Group
2011 - Present (15 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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