Kevin O'Regan, CFP®, CIMA®

Senior Wealth Advisor

Start Date
Industry: 2007
KAR: 2019
Education

B.A. Economics, Trinity College
Alumnus of The Roxbury Latin School

Prior Work Experience

Vice President – Blackstone

Certifications and Credentials
  • Certified Investment Management Analyst®
  • Certified Financial Planner®
  • CFA Level III Candidate
  • Series 6, 7, 63, 66, 79 licenses
Recognition:
  • 2023 Forbes Top Next Gen Best-In-State (Massachusetts)
  • Featured in The Wall Street Journal and Wealthmanagement.com
2023 Top Next Gen Wealth Advisors
(Massachusetts)
Ranked #8 on Forbes
inaugural Top RIA List
(2023)
#5 Independent Advisor in 2023
(#1 in 2017-2020, 2022)

What Do You Enjoy Most About Your Job?
The most rewarding aspect of my job is developing close and trusting relationships with my clients. Financial peace of mind is something that everyone strives for and I feel very fortunate for the opportunity to help my clients achieve that.

What Do You Enjoy Most About Working at KARWA?
What I enjoy most about working at KAR are the people that I get to interact with on a daily basis. Being a smaller firm, there is a great deal of collaboration among peers and I am grateful to be able to work with such smart, thoughtful and driven individuals.

What Are You Involved in Outside of Work?
I live in the Boston area with my wife and three sons. We also have a rescue dog named Penny. I enjoy spending time with family, playing hockey, cycling and staying active.

 

Forbes 2023 Next Gen Best-In-State Wealth Advisors: The Forbes 2023 Next Gen Best-In-State Wealth Advisors ranking was issued in August 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings and has not paid fees for a license to reprint and distribute the results of the rankings.

 

Forbes 2023 Best-In-State Wealth Advisors: The Forbes 2023 Best-In-State Wealth Advisors ranking was issued in April 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings and has not paid fees for a license to reprint and distribute the results of the rankings.

 

Barron’s “Top 100 Independent Advisors”: The Barron’s “Top 100 Independent Advisors 2023” was given in September 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.

 

This information is being provided by KAR for illustrative purposes only. Information contained on this site is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.  The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

Contact Kevin O'Regan, CFP®, CIMA®

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