Regatta Capital Group is a Los Angeles-based financial firm that is dedicated to improving the quality of their clients' lives by providing them with the advice, encouragement, and expertise they need to reach their goals. With an unparalleled level of independence, Regatta offers a range of services including financial planning, investment management, 401K consulting, endowments and foundations, impact investing, and trusts and estates. Their team of expert planners is passionate about delivering exceptional service and is committed to helping clients achieve success and peace of mind.
At Regatta Capital Group, relationship-based investing is at the core of their philosophy. They understand what matters most to their clients and strive to build strong connections while providing customized solutions. With a focus on creating clear and comprehensive plans, Regatta utilizes cutting-edge financial planning software and combines proven investment strategies with an openness to new ideas. Whether clients are looking to grow their portfolios, save for retirement, or support charitable causes, Regatta Capital Group is dedicated to helping them navigate the financial landscape with confidence and achieve their long-term objectives.
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