Marianne (Maire) Regan began working in the financial service industry in 2005. She is an Independent Advisor Representative affiliated with Osaic Wealth, Inc., an independent broker dealer, and provides investment advisory services through NWF Advisory Services, Inc.
Maire came into financial services after a career as a Licensed Marriage Family Therapist (LMFT). She has a MA degree from John F. Kennedy University (California) and a BA degree from the State University of New York at Buffalo. She holds Series 7 and Series 66 registrations in finance and has both Behavioral Financial Advisor (BFA) and Certified Plan Fiduciary Advisor (CPFA) designations. Through her prior work as a therapist, she has a strong understanding of the impact emotional decision making has on those seeking financial health and stability.
Maire is also insurance licensed in Oregon, Washington, Alaska (NPN#: 17706198) & California (License #: 0K45364) and enjoys assisting clients with their Long-Term Care, Life Insurance and Annuity needs. Maire appreciates the planning aspects of finance, especially around supporting clients in their efforts to save for retirement and other life milestones. Maire stays current with finance by attending conferences regularly, including the National Education Conference and the W Forum (for women financial professionals), along with participating regularly in continuing education.
Outside the office, Maire enjoys almost anything active: working out, hiking, biking, traveling, playing pickleball and camping. She loves reading professional literature having to do with finance, psychology and home improvement. Keeping up with local and world news is essential and reading mysteries and autobiographies is always fun.