Tim Regan CFP®, ChFC®
Founder and Wealth Partner
Founder, Wealth Partner, Podcast Host, Business Owner and now Author!
Shaped by more than 25 years of experience as a business owner and as the current owner of a soon-to-be 3rd generation financial advisory business, Tim has seen and lived it all with his clients. It is through these experiences that he coined the phrase Two-Comma Life® as a mindset to help people live their lives in freedom, abundance, and generosity. He not only embraces the Two-Comma Life® personally, but also brings it to his business, to The Retirement Readiness Podcast, and most recently to his book Shatter Your Fishbowl: Live Your Two-Comma Life®.
Following Tim’s experience growing PrairieView Wealth & Tax Advisors, he had the desire to help other advisors grow and scale their businesses too. So that’s what he did. Together with his business partner he started Focus Forward, a business all about partnering with financial advisory firms which allows firms to offload things like: New Account Opening, Drafting Financial Plans, Investment Operations, and Service Work. This gives them the opportunity to scale like larger firms but with the help Tim wishes he had. The unique part of what Tim does is the way he combines his wealth of knowledge about the financial industry with his genuine care for the client experience to produce top of the line financial advisory firms still centered on outstanding client experience.
Outside of business, Tim loves his family, God, a good book, some good food, and his country!
Here’s to living your life outside the bowl.
