Regatta Capital Group
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Regatta Capital Group, based in Los Angeles, CA, is dedicated to enhancing the quality of life for its clients through expert financial planning, investment management, and transformational coaching. The firm prides itself on its unparalleled independence, relationship-based investing, and commitment to exceptional service.
Offering a range of services including 401K consulting, impact investing, and tailored financial strategies for endowments and foundations, Regatta Capital Group focuses on helping clients achieve their financial goals while addressing pressing social and environmental issues. Their expert team works closely with individuals and businesses to create customized solutions that foster growth and security.
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