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Joel G Regier

1600 Golf Road Ste 1200

Rolling Meadows




Financial Advisor

About Me
Workshops Offered

Asset Allocation
College Planning
Debt Elimination
Retirement Planning (multiple workshops)
Investment Strategies & Planning (various subtopics based on audience)
Budgeting & Fiscal Fitness
Social Security Explained
Understanding 401k Rollovers
Understanding Critical Disability Issues

Joel Regier has been working with clients in the financial services industry for over 27 years. He also works with commercial clients in the areas of 401k's, life & disability insurance, and executive compensation & retention. Joel has a BA from Wheaton College and an MBA from Northwestern University's Kellogg School of Management. He resides in the Chicagoland area with his wife and three children.

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