Regina Beatty, CRPC®Private Wealth Advisor
Phone: 724-834-8100 In 1989, after a successful management career with Hyatt Hotels Corporation, Mrs. Beatty decided to pursue a career in the financial services industry, where she could utilize her care for others, strong financial skills and enthusiasm to help people enhance their lives. For more than 20 years, Mrs. Beatty’s practice focuses on guiding her clients to financial independence, wealth accumulation and distribution. Soon after joining Mosaic Consulting, Mrs. Beatty became one of only 69 financial planners in the United States selected to join Sagemark Consulting Private Wealth Services, which focuses on clients in the very high net worth category.
As an investment professional, Mrs. Beatty provides fee-based financial planning, wealth management, and retirement planning services, assisting clients to formulate a plan, and take action to help them accumulate, preserve and transfer their wealth. Her practice also specializes in the financial needs of senior executives, business owners and professional women.
Mrs. Beatty has an accounting background, and is currently attending Duquesne University’s Program for Leadership and Professional Advancement. She is securities registered, and a life, accident, health, annuities and property and casualty representative. She is also a Chartered Retirement Planning Counselor (CRPC®) and is continuing her studies pursuing the Chartered Financial Consultant (ChFC) designation. Mrs. Beatty is also an active member of the Financial Planning Association.
In her financial services career prior to private practice, she has recruited, trained and managed many representatives in addition to providing private wealth management services. She is a Rotarian (Greensburg Chapter) and is active in community and charity fund raising activities. Mrs. Beatty and her husband Darren enjoy spending time with their children and families, traveling and playing golf.
“It is my passion to help each client fully explore and understand their ideal vision, values and goals. Then to take their vision and formulate a plan that will help make their dreams a reality.”
Regina Beatty is a registered representative of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp. a broker/dealer (Member SIPC) and a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Branch office located at One Northgate Square, 2nd Floor, Greensburg, PA 15057. CRN201002-2039005 |
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Associates of Mosaic Consulting are registered representatives of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliate companies. CRN200802-2013632 Firm disclosure information available at www.LFG.com Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisory. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. |
