As Owner, CEO, Wealth Manager, Accountability Partner. Author, and a Strategic Partner to many, Regina uses her extensive personal experience and endeavors to establish deep and valued relationships with her clients to truly learn what their needs and aspirations are.
Regina L. Faison has been in the securities industry for more than 27 years. Regina’s main focus with clients is to create strategies for their peace of mind and have financial freedom. Starting with a financial plan so they can live their lives in peace and with purpose. Regina achieves this through her companies, resources, and partnerships.
Through Faison Wealth Retirement, Faison Wealth Strategy & Faison Insurance, Regina assists individuals, families, business owners, Ministers/Pastors, and non-profit organizations in developing long-term financial solutions by providing services for Retirement, 401K, 403B, 403B9, and 457 planning and implementing customized investment strategies based on each client’s unique goals and needs. Whether through annuities, managed money, or special pension plan for pre-retires, Regina has the expertise & resources needed to help you attain your short and/or long term financial and life goals to give you peace of mind. Regina feels that so many of us fail to plan, and her goal as a Wealth Coach is to help all clients plan properly for their retirement, future and legacy and always be prepared for the unexpected.
Through Faison Wealth Strategy (which was “birthed” in March 2020 as she was working with a client who was struggling in the midst of the COVID pandemic). With FWS, Regina works with clients as their “Accountability Partner” to help them understand their overall goals, plans and dreams so they can get their life in order so that they can reach their purpose and destiny in peace. Regina believes that everyone can be their own “hero” and get their lives on track to achieve their own destiny with purpose, peace and vision and she works alongside them to help keep them accountable, on track and maintain “focus”.
Regina resides in Lake Forest, CA. She is active in her community and is the President of the Derrick L. Faison Foundation, which she founded in July 2004 after losing her husband to an undetected heart condition, alongside her sons, their mission and focus is on heart disease awareness monthly with the creation of their own “Heart Health Day.” They also focus on educating and supporting underprivileged youth all around the world and strive to put a smile on every child.
Regina gives back to the community by teaching and sponsoring life-saving skills such as CPR certification and educating underserved your about career paths in business, the importance of education, and developing their overall growth potential through the meaning of faith.
Regina Faison’s full disclosures and affiliations.
Advisory services offered through Kingswood Wealth Advisors (KWA) an SEC registered investment adviser. Securities services offered through Kingswood Capital Partners. LLC (KCP) member FINRA/SIPC. KWA and KCP are affiliated entities. Faison Wealth Strategy and Kingswood are not affiliated and are separate entities.