Manhattan Beach

Westchester

Brentwood

We encourage you to have a conversation with us, whether you are interested in becoming a client or are seeking additional information about our firm. Please reach out to one of our office locations listed below.

Manhattan Beach Office

880 Apollo St., Suite 129
El Segundo, CA 90245
Tel: 310.725.9102

Please Contact: Spencer Kelly
Email: Spencer@regattainvest.com

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Westchester Office

7135 W. Manchester Ave., Suite 2
Westchester, CA 90045
Tel: 424.255.1045

Please Contact: Lisa Margulies
Email: lisa@regattainvest.com

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Brentwood Office

12011 San Vicente Blvd., Suite 320
Los Angeles, CA 90049
Tel: 310.471.6461

Please Contact: Ellen Himmel
Email: ellen@regattainvest.com

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MEETING PREPARATION FOR PROSPECTIVE CLIENTS

We follow the Certified Financial Planners’ CFP® process for financial planning. Our first meeting is used to get to know each other.
See our checklist