- Certified Financial Planner (CFP)
Why choose this provider?
Regev Financial Group is a wealth management firm that serves the residents of Lauderhill and the surrounding areas. It provides financial planning services, which include retirement analysis and assessment of future possible tax liabilities. It also monitors clients' portfolio allocations and risk factors on a daily, weekly, monthly, and quarterly basis. Founding member Ran Regev has been working in the financial services industry for more than two decades. He holds the Certified Financial Planner and Chartered Financial Consultant designations.
Investment Adviser Public Disclosure Database, SEC