Boutique wealth management firm providing financial planning, investment management, and related services. Regatta Capital Group is a Registered Investment Advisor (RIA) with a fiduciary responsibility to act in clients' best interest. The firm's team specializes in retirement planning, 401(k) plans, endowments and foundations, stock analysis, personal coaching, socially responsible investing, and tax planning.
Co-Founder, Managing Partner and Head of Advisory Services
Russell Mohberg
Co-Founder, Managing Partner, Co-Chief Investment Officer and Chairman of the Investment Committee
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