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Regatta Capital Group
       
 
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Regatta Capital Group
 
 
Overview: 

Regatta listens and learns to understand what is important to you, and then develops personalized financial plans, investment portfolios and tax-savings strategies to meet your needs.

PLANNING SERVICES

The financial planning process begins at an initial meeting with a Regatta Wealth Advisor. The advisor follows the Certified Financial Planning (CFP®) process to understand where you are today, what you would like addressed immediately and what long-term goals you are focused on.

At Regatta Capital Group, we are driven daily by doing what is best for you, the client. This is our commitment and it is reflected in the firm's dedication to clarity and transparency. Regatta's independence and strong regard for the fiduciary responsibilities to our clients guides every decision. We believe you deserve more than a broker; you deserve a pre-eminent wealth management team focused on the big picture.



OUR COMMITMENT

We have tremendous respect for our clients.  We know you have worked very hard for your money. Clients do not work with us to “get rich quick” – rather, they are here to build significant wealth over time or to preserve and build upon the wealth they have already created.

Regatta takes aim at the big picture to help you grow your investments and build your overall net worth. We want you wealthier this year than you were last year - and we'll help get you there with expert financial strategies. First, we listen to you, learn your story and discover your goals; then we build customized portfolios and personalized financial plans.



SHARED VALUES

Above all else, we share common values with our clients. Our clients, like us, work very hard at their careers; they have strong morals, treat people with respect, appreciate guidance and want advice. Clients usually call us first before making major financial decisions, whether it is buying a car, selling a real estate property or making a career decision. They enjoy the family feel of our office and the close contact they have with all members of our team.
History: 

Spencer Kelly & Russell Mohberg founded Regatta Capital Group in 2007. Their team takes a disciplined, collaborative approach to working with every client. Regatta's continued success is predicated on delivering a level of expertise, personal service and top-notch investment advice that clients cannot find elsewhere.

Spencer began his career as an entrepreneur in for-profit education and Russell, as a industrial design engineer specializing in medical device development. The two met in 2003 while running offices for an international investment brokerage firm. The vision for Regatta was conceived with the idea of combining the best resources of a large firm with the uncompromising personalized service of a smaller firm.

As an award winning Los Angeles wealth management team, they focus on managing your money and planning your future so you can focus on what matters most to you. With over 23 years of combined experience as financial advisors, more than 200 families, endowments and non-profits with over $125 million in assets rely on the Regatta team for financial peace of mind.


 
 
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