Regina Beatty

^{CFP®, CRPC®, CBEC}

A financial professional for over 25 years, Regina specializes in Financial Planning for Successful Business Owners and their families.  With her enthusiasm, dedication, and extensive knowledge, she helps her clients create a financial roadmap distinctive to their unique needs, by putting “their lives” into their financial plan.  Areas of particular expertise include all facets of business and succession planning and coordinated estate/legacy planning. 

A partner at Heritage Financial Consultants, a leading group of planners with Osaic Wealth, Regina was part of a select group of financial planners Sagemark Consulting Private Wealth Services* as an Advanced Select Member, demonstrating advanced skills in financial planning for clients in the very high net worth category.  As a Business Intelligence Institute®** Specialist, she brings creative design ideas to her clients in all areas of business owner planning.  In addition, Regina has tirelessly served her peers, most recently as Chairperson of The Resource Group (Top 200 within her firm) and has also served on several committees as member and chair.

Regina holds a bachelor’s degree from Duquesne University, and as a “student of the business”, she has earned the “Certified Financial Planner” Practitioner (CFP®) certification, as well as the CRPC®, Certified Retirement Planning Counselor designation. 

Involved in the community, Regina volunteers, supports, and serves on committees for many non-profit organizations.  Regina also gives back by educating the community at large with financial education workshops.

Regina, and her husband, Darren, enjoy traveling, playing golf and tennis, and spending time with their family.

“Most of my clients have achieved very high levels of success and have worked hard to build their businesses and financial security for themselves and their families.  It is my passion to help them take their vision, values, and goals and create a distinctive wealth plan designed to protect them and their families now and into the future.”

Regina Beatty is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a Broker/dealer (member SIPC) and registered investment advisor.  Insurance offered through Lincoln affiliates and other fine companies.  One Northgate Square, 2nd Floor, Greensburg, PA  15601.  724-834-8100.  

*An internal Lincoln Financial Network organization of top planners who focus on the high net-worth market. 

**Business Intelligence Institute is a Lincoln Financial Advisors initiative focusing on business succession strategies.