Reggie Boan, CPA, CFP®
“We leave an impression on everybody we encounter so my goal is to leave a positive, encouraging impression.” – Reggie Boan
Since 2001, Reggie Boan has been committed to providing positive and personalized service to his clients—helping them stay focused on their goals, providing direction on how to work towards them, and reminding them of the importance of maintaining a disciplined approach to pursuing their dreams. Specializing in comprehensive investment strategies, Reggie possesses a deep understanding of the markets and can advise on a variety of wealth strategy areas including portfolio management, retirement planning, tax strategies and more. Before becoming a financial advisor, Reggie served as a Certified Public Accountant for eighteen years.
Reggie has used his many years of experience as a financial consultant to not only grow a successful practice that provides customized financial planning support and services, but also build a well-rounded, experienced and dedicated team of successful financial professionals that are prepared to continue as he scales back.
Reggie graduated from the University of South Carolina with a Bachelor of Science in accounting. He has been trained as a Certified Financial Planner (CFP®) and a Certified Public Accountant (CPA). Reggie holds his Series 63 and Series 7 licenses with LPL Financial and his Series 65 license with Independent Advisor Alliance. In his free time Reggie’s priorities are spending time with his wife and two grown children, traveling and volunteering at his Church
Volunteer/Charity Work: Providence Home Board of Directors, local church
Most Recent Passport Stamp: Israel
Fun Fact: Avid Disney Fan