Regency Wealth Management is pleased to announce that Christa Cicchetti has joined the firm as a Client Service Specialist.
Christa brings more than 25 years of experience in the financial services industry, with a background in client service. Prior to joining Regency, she worked with Valley Wealth Management, a division of Valley Bank, and LPL Financial.
In her role at Regency, Christa will support the firm’s advisors and clients, helping provide the responsive, personalized service that is central to Regency’s approach and mission. Through her work, Christa will help Regency continue to provide the attentive service that supports clients as they achieve financial security and live generously.
“We are excited to welcome Christa to the Regency team,” said Managing Director of Operations, Scott Drown. “Her extensive experience in client service will be a valuable addition to our team as we continue to serve our clients and their families.”
Outside of the office, Christa enjoys spending time with her husband and their three adult children. Whether skiing at Mad River Glen during the winter or relaxing along the Jersey Shore, she values making the most of her time with family.
Regency Wealth Management is a SEC Registered Investment Advisor managing over $600 million for families and small institutional investors. Regency was founded in 2004, is headquartered in New Jersey, and serves clients across the country.