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Manhattan Beach Chamber 360 : Covid-19 Series

  • Broadcast in Current Events
The South Bay Show

The South Bay Show

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Spencer Kelly, along with his business partner, Russell Mohberg, founded Regatta Capital Group in 2007. They set out to build a company that put the client above all else. The independent, boutique wealth management firm has been built on the values of delivering extraordinary client service and exceptional investment results. Today, they are a 13 person firm with 7 total advisors that manages over $425 million for their clients. As a Registered Investment Advisor (RIA), Regatta is 100% independent and has a fiduciary responsibility to act in their client’s best interest. They do not charge commissions nor do they have any proprietary products. Their clients are big and small, local and across the country…individuals, small businesses and non-profit organizations. Spencer grew up in the Adirondacks in upstate New York and earned a finance degree from Boston College in 1999. He has held his CFP designation for over ten years.

Contact info:

REGATTA CAPITAL GROUP, LLC

Office: 310-725-9102

Cell: 310-254-7679

spencer@regattainvest.com
www.regattainvest.com

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To Find Out More about the two show hosts of The South Bay Show read on:

Jackie Balestra features a comprehensive selection of things to do, places to go and people to know in the South Bay.to learn more visit http://www.SouthbayByJackie.com

To Find Out More about Joe Terry visit https://www.MasternodeConsulting.com/about

What's Happening in the South Bay, South Bay, Hermosa Beach, Manhattan Beach, Redondo Beach, The South Bay Show, Los Angeles, California, Current Events Calendar, Torrance, El Segundo, Palos Verdes, Covid-19, Covid19

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