Finding the Regista Way

Regista exists to be the dedicated partner for the dreamers, doers and achievers who want to be actively involved in their financial process — by bringing the best resources and people around you, we seek to encourage, uplift, and inspire the next generation of investors.

About Regista

Regista Exists Because...

We believe people deserve clarity, not complexity, when it comes to their money. Whether you’re building wealth, dividing assets, or supporting a team, we help you make confident decisions through every stage of the journey.

Our focus is long-term strategy, practical guidance, and the kind of support that keeps life moving forward, no matter what life looks like.

5/5

Rating on Google

45+ Years

Combined Experience

Our Name Origin

The Regista Story

The name 'Regista' comes from soccer - a term for the deep-lying playmaker who orchestrates strategy from a protected position in the midfield. The regista is not a defender, even though they operate from deep in the formation.

‍Their job is vision: seeing the whole field, reading what is developing, and making the precise move at the exact right moment. The defensive structure around them is what gives them the freedom to create opportunity.

That is how Regista Financial Strategies approaches financial planning: we build the foundation - the risk management, the tax structure, the diversification - and that frees us to focus on reading the field and acting with precision when it matters. Every client's financial life has complexity.

Our job is to make sure the defensive structure is solid enough that we can play offense when the opportunity appears.

The Regista Team

Meet Your Team

Akram Hassan, BS Finance
Akram Hassan, BS Finance
Founder & CIO

I believe great financial guidance goes beyond managing money. It’s about making sure you understand every step of the journey along the way. I founded Regista because I believed my clients deserved better.

Sandi Bozanic, CPA, CDFA®
Sandi Bozanic, CPA, CDFA®
Managing Partner & CFO

Some of the most meaningful work I do starts in the hardest moments. My goal isn’t to hand you a plan and send you on your way. It’s to sit with you, listen, and patiently guide you toward understanding your own financial picture.

Nichole Graham, CFP®, CDFA®
Nichole Graham, CFP®, CDFA®
Financial Advisor

Financial planning, for me, has always been about the people behind the numbers. I believe everyone deserves to feel confident and clear about their financial future, and I take a calm, patient approach to getting there.

Who We Serve

Our Areas of Expertise

Post-Divorce Households
Ambitious Professionals
Business Owners & Employers

Everyone has an area of expertise – and ours is threefold. We specialize in helping ambitious professionals, households that are dividing assets, and employers who want to offer retirement planning.

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What Our Clients Say

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I have had the privilege of working with Akram for several years, and I can confidently say that my financial journey has been nothing short of exceptional. He actively monitors your investments, ensuring they continue to align with your goals.

I can't emphasize enough how grateful I am to have Akram and Regista Financial Strategies by my side in my financial journey.

Jon B.
Financial Management
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For nearly seven years, Akram has been the guiding force behind my family's financial success. His expert financial advice and meticulous planning have consistently placed us on the right path toward our goals.

We couldn't be more grateful for his expertise and support. We look forward to many more years of his invaluable guidance.

Ali I.
Financial Planning
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Going through a divorce after 19 years of marriage meant that finances were deeply entangled. I needed clear, sound advice on where and how to move my funds as they slowly became unknotted from my ex.

Akram was there the whole time to help me understand where everything needed to go in the smartest way possible.

Jennifer B.
Divorce Financial Planning
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Testimonials were provided by current clients of Regista Financial Strategies, LLC. Clients have not been paid for their testimonial and there are no material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success and similar services.

FAQ

Frequently Asked Questions

How is Regista’s approach different from other financial firms?
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What if I don’t feel confident managing money or making financial decisions?
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Can you still help if I already have a financial advisor, CPA, or attorney?
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What kinds of decisions do people come to you for help with?
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I’m going through a divorce. When should I bring in a financial expert?
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