regattainvest.com

REGATTA CAPITAL GROUP | Boutique Wealth Management

Focus on what matters, let us focus on helping you get there. Focus on what matters. AT REGATTA, TRUST IS EARNED DAILY. 2321 Rosecrans Ave. Suite 2225, El Segundo, CA 90245. 7135 W. Manchester Ave. Suite 2, Westchester, CA 90045. Regatta Capital Group’s diverse experience and individual areas of expertise combine to create a well-rounded team. Everyone has a role that contributes to the team in helping clients achieve their goals. Where our clients are.

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REGATTA CAPITAL GROUP | Boutique Wealth Management | regattainvest.com Reviews

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Focus on what matters, let us focus on helping you get there. Focus on what matters. AT REGATTA, TRUST IS EARNED DAILY. 2321 Rosecrans Ave. Suite 2225, El Segundo, CA 90245. 7135 W. Manchester Ave. Suite 2, Westchester, CA 90045. Regatta Capital Group’s diverse experience and individual areas of expertise combine to create a well-rounded team. Everyone has a role that contributes to the team in helping clients achieve their goals. Where our clients are.

<META> KEYWORDS

1 team

2 services

3 events

4 boutique wealth management

5 mission / vision

6 manhattan beach office

7 westchester office

8 the team

9 our story

10 why fidelity matters

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team,services,events,boutique wealth management,mission / vision,manhattan beach office,westchester office,the team,our story,why fidelity matters,financial planning,see more,investment management,endowments and foundations,get started now,work with us

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REGATTA CAPITAL GROUP | Boutique Wealth Management | regattainvest.com Reviews

https://regattainvest.com

Focus on what matters, let us focus on helping you get there. Focus on what matters. AT REGATTA, TRUST IS EARNED DAILY. 2321 Rosecrans Ave. Suite 2225, El Segundo, CA 90245. 7135 W. Manchester Ave. Suite 2, Westchester, CA 90045. Regatta Capital Group’s diverse experience and individual areas of expertise combine to create a well-rounded team. Everyone has a role that contributes to the team in helping clients achieve their goals. Where our clients are.

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regattainvest.com

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DISCLAIMER | REGATTA CAPITAL GROUP

http://www.regattainvest.com/disclaimer

Regatta Capital Group LLC (“Advisor”) is a registered investment advisor. Information contained in this website is for informational purposes only and should not be considered investment advice. Advice may only be provided after entering into an advisory agreement with Advisor. Information is at a period in time and subject to change. Our current Disclosure Brochure is set forth on Form ADV Part 2 and is available for your review upon request.

2

Services | REGATTA CAPITAL GROUP

http://www.regattainvest.com/services

Assets under management – as of 8/25/16. Regatta listens and learns first to understand what is important to you, and then develops personalized financial plans, investment portfolios and tax-saving strategies to meet your needs. The financial planning process begins at an initial meeting with one of our advisors. Each advisor follows the Certified Financial Planning (CFP ) process to understand where you are today, what you would like addressed immediately and what long-term goals you are focused on.

3

Events | REGATTA CAPITAL GROUP

http://www.regattainvest.com/events

January 18, 2016. Women of all generations join Regatta for a lunch designed to get our clients up-to-date on the current market, learn about winning investment strategies and connect to other successful and [.]. PADDLE TENNIS SOCIAL AND BBQ. January 17, 2016. The annual paddle tennis and BBQ social is held in June at the California Yacht Club in Marina Del Rey. Clients join us for morning paddle tennis and then enjoy the delicious BBQ on the pool deck [.]. FIRM & MARKET UPDATE. January 16, 2016.

4

Team | REGATTA CAPITAL GROUP

http://www.regattainvest.com/the-team

Regatta provides the service and expert advice, while Fidelity custodies the assets. The Regatta team takes a disciplined, collaborative approach to working with every client. Branch Manager and Financial Advisor. Financial Advisor and 401k Specialist. Senior Research Analyst and Risk Manager. Financial Advisor and Co-CIO and Director of Endowments and Foundations. Branch Manager and Financial Advisor. Controller and Director of Tax Strategy.

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REGATTA CAPITAL GROUP | Boutique Wealth Management

Focus on what matters, let us focus on helping you get there. Focus on what matters. AT REGATTA, TRUST IS EARNED DAILY. 2321 Rosecrans Ave. Suite 2225, El Segundo, CA 90245. 7135 W. Manchester Ave. Suite 2, Westchester, CA 90045. Regatta Capital Group’s diverse experience and individual areas of expertise combine to create a well-rounded team. Everyone has a role that contributes to the team in helping clients achieve their goals. Where our clients are.

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