portrait of Tracy V Regalia
FINANCIAL ADVISOR

Tracy V Regalia

AAMS™, CRPC™
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Divorce Finances
  • Military Professionals & Veterans

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Community Outreach
  • Health & Nutrition
  • Spending Time with Family
  • Social Responsibility
  • Volunteering

Team Members

  • Dakota Bartley
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(304) 707-0103

Fax

(844) 828-2123

Office Address

59 Ruland Rd Ste D
Kearneysville, WV 25430opens in a new window

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