Regina Korossy, Financial Advisor located in Westlake Village, CA

Financial Advisor
Regina Korossy

MBA, CFP®, CEPA®, AAMS®, CRPC™
2625 Townsgate Rd #110, Westlake Village, CA 91361opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Divorce Finances
  • Portfolio Reviews
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Fine Dining
  • Community Outreach
  • Traveling
  • Movies & Entertainment

Team Members

  • Anelize Larsen
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(805) 277-1884

Fax

(877) 312-6669

Office Address

2625 Townsgate Rd #110
Westlake Village, CA 91361opens in a new window

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