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Reggie Boan, CPA, CFP®

Reggie Boan, CPA, CFP®

Wealth Advisor

“We leave an impression on everybody we encounter so my goal is to leave a positive, encouraging impression.” - Reggie Boan, CPA, CFP®

Since 2001, Reggie has provided personalized service to his clients. He is committed to helping clients stay focused on where they want to go, providing advice on how to get there, and reminding them of the importance of maintaining a disciplined approach to pursuing their dreams. Specializing in comprehensive investment strategies, Reggie provides a deep understanding of the markets and has a wealth of knowledge related to small business and tax strategies.

As a financial consultant, Reggie spent many years growing a successful practice. To ensure the continued success of his firm, he has surrounded himself with a team of successful professionals at Blackbridge Financial and will continue to conduct business under this name. As stated by Reggie, “This change increases my confidence that we are doing all that we can to better serve our clients.”

Before becoming an advisor, Reggie served as a Certified Public Accountant for eighteen years.

Reggie believes it is very important to have a proper balance between work and life. He works hard to take care of his clients and puts equal effort into his own family. He is grateful that his career has allowed him to spend time with his wife, Janet, and their two daughters. wife and two daughters. Although his children are grown, he and Janet continue to do family vacations with the girls. Reggie believes that his greatest accomplishment is being the father of two daughters who are responsible, self-supporting, and caring, young adults.

 

Volunteer/Charity Work: Church

Most Recent Passport Stamp: Israel

Education: University of South Carolina

Hidden Talent: Avid Disney Fan

Check My Background on FINRA

Series 7- General Securities Registered Representative- Held with LPL Financial

Series 63- Uniform Securities State Agent- Held with LPL Financial

Series 65- Uniform Investment Adviser- Held with Independent Advisor Alliance

CPA- Certified Public Accountant            

CFP®- CERTIFIED FINANCIAL PLANNERTM Practitioner    

Securities Registration States- AZ, CO, FL, GA, MN, NC, OH, SC, TX. IAR: SC, TX             

Insurance Registration States- CO, GA, NC, SC, TX