As a CERTIFIED FINANCIAL PLANNER™ practitioner, Kevin Regan focuses on establishing collaborative financial planning relationships with new and existing clients. In addition, Kevin manages the financial benefit programs for our small business clients. He oversees our management of defined benefit plans, including traditional and cash balance pension plans, as well as defined contribution plans, consisting of 401(k), 403(b), and profit sharing plans. Kevin has also worked closely with trade and industry associations to develop group benefit plans for their members.
Prior to joining Ridgeline Financial Partners, Kevin began his career with Barnum Financial Group in Shelton, CT. Kevin graduated from the University of New Hampshire in 2008 with a B.S. in Finance and a B.A in Economics. During his time at university, Kevin was also an All-American ice hockey player and a finalist for the Hobey Baker Award, given annually to the country's top ice hockey student-athlete. Kevin also served as a teaching assistant in financial and managerial accounting, as well as an athletic department tutor for statistics.
During a brief professional hockey career, Kevin discovered a passion for personal financial planning while completing his MBA at Abertay University in Dundee, United Kingdom. Kevin completed a work study program with Medical & Dental Financial Planning Services and focused his master's dissertation on personal financial planning. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Kevin is also a candidate in the Chartered Financial Analyst® (CFA) program. Kevin is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.
Kevin lives in Meriden, CT with his wife Sarah, and their three boys Brayden, Tyler, and Colton. During his free time, Kevin stays active in the hockey community, regularly coaching and holding clinics for youth hockey players around the state.