Regan Puzzitiello, CA License #4447469

I help individuals, families, and business owners simplify financial decisions by coordinating clear, transparent financial plans and workplace benefits using modern solutions.

I’m known for listening first, communicating clearly, and defining a process clients can trust. With a focus on kindness, accountability, and emotional intelligence, my goal is to bring clarity, confidence, and peace of mind to every financial conversation.

Every day, I strive to raise my own level of excellence so I can help others do the same.