Regista Financial Strategies, LLC

Akram Hassan is a financial advisor at Regista Financial Strategies, LLC in Denver, CO, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Edward Jones, Synergy BIS, DeWolff Boberg & Associates, and five years of service in the US Army. Regista Financial Strategies serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting on a fee-only basis. The firm utilizes a combination of passive and active investment vehicles through platforms like Betterment for Advisors and provides specialized services including divorce-focused financial planning and ERISA-covered employer plan advice.

Nichole Graham is a CFP® professional with one year of experience, currently serving as a financial advisor at Regista Financial Strategies, LLC. She has prior experience with Fonte Financial Advisors and Wellspring Divorce Advisors, where she also provides divorce financial planning services on an hourly contract basis as an independent contractor. Regista Financial Strategies serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering discretionary investment management and financial planning with a fee-only structure. The firm uses a combination of Betterment for Advisors, outside managers, and custom models, and provides services that include cash flow, tax, estate, insurance, and business transition planning.