After a 45-year career in finance, Andrew “Andy” Aran, CFA, is stepping into a new chapter at Regency Wealth Management. Andy will be transitioning to emeritus status and focusing on new business development, with his day-to-day responsibilities now in the capable hands of others on the team.
While Andy’s daily role is evolving, he remains a valued part of our firm—as an equity owner, a client, and an advocate. His new focus allows him to pursue new opportunities for Regency while also enjoying some well-deserved time working on his golf game in Florida.
“It’s been a pleasure to work with the talented and faithful group at Regency Wealth Management over these many years. It is because we have built such a robust firm and fostered strong client relationships that I feel confident this is the right time for me to shift away from my daily business responsibilities. I look forward to continuing to help the team flourish,” said Andrew Aran, CFA.
“We are grateful for Andy’s partnership and contributions over these many years and are excited to continue our work together as he pivots to his new focus with fewer daily responsibilities. Our investment philosophy and planning processes will remain grounded in our core values throughout this transition,” said Tim Parker, CFA, AEP® & CEO.
Mark Reitsma, CFP®, CMFC, AEP® notes, “Andy has always been a strong advocate of our culture of working as one team, and that will certainly continue as we move forward. We have a deep bench of talented and experienced client service, investment, and planning professionals that we believe will continue to serve our clients well both now and in the future.”
As Andy steps into this next season, we’re grateful for his continued presence and proud of the strong foundation he helped build. His legacy of leadership and collaboration remains a guiding force as our team continues to serve clients with the same care and commitment.
Regency Wealth Management is a SEC Registered Investment Advisor managing over $500 million for families and small institutional investors. Regency was founded in 2004, is headquartered in New Jersey, and serves clients across the country.