Introducing Regina Forte

Regina works with individual and corporate clients, helping to develop investment strategies to meet each client's unique goals. She specializes in the areas of retirement, estate planning, wealth management and 401(k) plans. She has cultivated a significant network of other professionals who can compliment her efforts in the delivery of solution oriented investment management for each client.

In addition to her client involvement, Regina is a respected speaker who has taught Investment Basics, Women & Investing, as well as The Psychology of Money & Retirement seminar classes for several community colleges and organizations. Her business background includes nine years of ownership and management of a retail import/export company in the Baltimore-Washington corridor.

Regina has earned a Master's Degree from George Washington University and a Master's Degree in Business and finance from the University of Baltimore. She has earned her Series 7, 63, and 65 licenses.

 

She is active in numerous financial trade organizations and professional women's organizations, both locally and nationally. She serves as an advisor and board member for several area companies, organizations and charitable institutions.

Regina has authored articles as a featured columnist for Smart Woman Magazine and is a contributing author to the financial guide book Making Your Money Last.