Regina L. Faison

Regina L. Faison

Wealth Manager

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Phone: (949) 200-8212
Fax: (949) 200-8213
E-mail:
 

As Wealth Manager and Owner of Faison Wealth & Retirement Services,
Regina L. Faison has been in the securities industry for 24 years. Regina's main focus with clients is wealth management, retirement 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; implementing customized investment strategies; and providing assistance on health, long term care and life insurance. To develop the overall goals of her clients, Regina works with her clients' attorneys and CPAs as well as external specialists in the areas of Medicare solutions, Real Estate, and mortgage and financing.

Regina is series 7, 24, 31, 63, 65, and insurance licensed. As the industry and the world is ever changing, Regina strives to increase her knowledge and continuing education in order to keep her clients up-to-date on all of the changes in the economy and markets. 

By holding monthly informational events, Regina continues to educate the community and her clients on the important issues and updates about the economy, markets, and retirement. Using her extensive experience, Regina endeavors to establish deep and valued relationships with clients to truly learn what their needs and aspirations are. 

Regina resides in Lake Forest, CA with her two sons. She is very 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. Regina supports various non-profit organizations in the areas of heart disease and education. She gives back to the community by teaching and sponsoring life-saving skills such as CPR certification and educating under-served youth about career paths in business, the importance of education, and developing their overall growth potential. The Derrick L. Foundation donates automated external defibrillators (AEDs) in the community to help save lives. 

Regina sits on the advisory board at LEAPS (Orange County Department of Education) and CPR-C (a newly formed coalition focused on certifying high school students of CPR). She is also a proud member of Black Business Association (BBA).

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck