Regina L. Faison

Regina L. Faison

CSO

Regina L. Faison has been in the securities industry for 25 years. Regina’s main focus with clients is wealth management, retirement, investment and estate planning.

She assists individuals, business owners and non-profit organizations in developing long-term financial solutions by providing services for Retirement, 401K, 403B, and 457 planning and implementing customized investment strategies. Regina specializes in creating long-term solutions for pre-retirees through customized strategies to ensure financial well-being based on each client’s unique goals and needs. Whether through annuities, or special pension plan for pre-retires

Regina has the expertise needed to help you attain your short and/or long term financial and life goals.

Regina resides in Lake Forest, CA with her two sons. She is active in her community and is President of the Derrick L. Faison Foundation, which she founded in July 2004 after losing a loved one to Hypertrophic Cardiomyopathy.

She gives back to the community by teaching and sponsoring life-saving skills such as CPR certification and educating underserved youth about career paths in business, the importance of education, and developing their overall growth potential.

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