Regan Smith Email & Phone Number
Wealth Advisor @ Focus Partners Wealth
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Regan Smith Location
- Denver, CO, US
Regan Smith Work
- Wealth Advisor @ (May 2025 - Present)
- Wealth Advisor @ (July 2017 - May 2025)
- Financial Planning Associate @ (July 2015 - June 2017)
- Financial Planning Specialist @ (September 2014 - June 2015)
- Client Service Manager @ (May 2014 - December 2014)
Regan Smith Education
- University of Wisconsin-Madison
Bachelor of Science
- Marquette University High School
Regan Smith Skills
- Education Planning
- Estate Planning
- Portfolio Management
- Retirement Planning
- Risk Management
- eMoney
- Business Ethics
- PowerPoint
- Salesforce.com
- Insurance
- Sales
- Financial Planning
- Investments
- Communication Skills
- Money Guide Pro
- Financial Services
- Life Insurance
- Mutual Funds
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Time Management
- Customer Service
- Financial Analysis
- Teamwork
- Personal Finance
- Efficiency
- Analysis
Regan Smith Summary
- Regan Smith, based in Denver, CO, US, is currently a Wealth Advisor at Focus Partners Wealth. Regan Smith brings experience from previous roles at Adero Partners, LLC and Annex Wealth Management. Regan Smith holds a Bachelor of Science @ University of Wisconsin-Madison. With a robust skill set that includes Education Planning, Estate Planning, Portfolio Management, Retirement Planning, Risk Management and more. Regan Smith has 1 emails and 2 mobile phone numbers on RocketReach.
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