New Panelist for the NAIFA-Tampa Women Advisors Forum: Regina Beatty, CFP

16 Oct 2017 4:02 PM | NAIFA-Tampa (Administrator)

A financial professional for over 25 years, Regina specializes in Financial Planning for Successful Business Owners and their families.  With her enthusiasm, dedication, and extensive knowledge, she helps her clients create a financial roadmap distinctive to their unique needs, by putting “their lives” into their financial plan.  Areas of particular expertise include all facets of business and succession planning and coordinated estate/legacy planning. 

Soon after joining Mosaic Wealth Consulting, Regina became 1 of 65 financial planners in the country invited to join Sagemark Consulting Private Wealth Services (an elite group within Lincoln Financial Advisors).  Soon thereafter, she then became 1 of only 9 Advanced Select Members of the group, demonstrating advanced skills in financial planning for clients in the very high net worth category.  As a Business Intelligence Institute® Specialist, she brings creative design ideas to her clients in all areas of business owner planning.

Regina holds a bachelor’s degree from Duquesne University, and as a “student of the business”, she has earned the “Certified Financial Planner” Practitioner (CFP®) certification, as well as the CRPC®, Certified Retirement Planning Counselor designation. 

Regina gives back to her community being an active member of Rotary, and by serving on the Board of Directors for Greensburg Community Development Corporation and the Westmoreland Symphony Orchestra.  In addition, Regina volunteers, supports, and serves on committees for many organizations.  Regina also gives back by educating the community at large with financial education workshops.

Regina, and her husband, Darren, enjoy traveling, playing golf and tennis, and spending time with their family.

“Most of my clients have achieved very high levels of success and have worked hard to build their businesses and financial security for themselves and their families.  It is my passion to help them take their vision, values, and goals and create a distinctive wealth plan designed to protect them and their families now and into the future.”


Call: (813) 501-3165

Email: info@naifatampa.org


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