Matt Regan, CPA, MBT, is a Senior Advisor at AdvicePeriod.
Prior to joining AdvicePeriod, Matt was a Wealth Advisor at Towerpoint Wealth in Sacramento, CA, where he used his knowledge of investments, tax, wealth, and estate planning to develop comprehensive financial plans for his clients and other clients of the firm. Before that, he gained two years of wealth management experience as an Associate Director at KLS, A Division of Boston Private. There, he collaborated with team members to provide a complete analysis of each client’s entire financial position and implement solutions to improve every area of their financial lives. Prior to KLS, he worked for eight years at Richardson Kontogouris Emerson LLP, a public accounting firm, where he rose to the position of Tax Manager. In addition to managing tax compliance work, Matt oversaw the year-round tax planning activities for businesses, individuals, and trusts.
Matt earned his B.S. in Accounting from Loyola Marymount University and his M.B.T. from University of Southern California. He obtained his CPA license from the state of California. He is also a Uniform Investment Advisor. Matt lives in Roseville, CA with his wife, Alyssa, and his son, Mason. In his spare time, he enjoys spending time with his family, working out, golfing, boating, snowboarding, and watching Formula 1.