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Private Wealth Services & Investment Advisory | Blackbridge Financial | Reggie Boan, CPA, CFP®
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Reggie Boan, CPA, CFP®

Blackbridge Financial

 

“We truly care about our clients and providing them with the best service and advice to pursue their financial goals.  We help them be prepared for three events: If I die today…, if I lose my job…, if I live to be 100…”

 

Reggie Boan, CPA, CFP®

Check the background of this investment professional

Phone: (855) 6-BRIDGE ext. 21

Email: rboan@bbridgefin.com

Address:

7911 Broad River Road
Suite 200
Irmo, SC 29063

Reggie Boan, CPA, CFP®

For more than 16 years, Reggie has provided personalized service to his clients that has earned him a reputation of excellence in his industry. He is committed to helping clients stay focused on where they want to go, providing advice on how to get there, and reminding them of the importance of maintaining a disciplined approach to pursuing their dreams.  Specializing in comprehensive investment strategies, Reggie provides a deep understanding of the markets and has a wealth of knowledge related to small business and tax strategies.

 

As a financial consultant, and Founder of Boan Financial Group, Reggie spent many years growing a successful practice. To ensure the continued success of his firm, he has surrounded himself with a team of successful professionals at Blackbridge Financial and will continue to conduct business under this name.  As stated by Reggie, “This change increases my confidence that we are doing all that we can to better serve our clients.”

 

One of Reggie’s greatest accomplishments is raising two daughters who are responsible, self-supporting and caring young adults.  Outside of the office, Reggie enjoys time with his family, involvement with his church, and volunteering within his community.

Memberships

AICPA: American Institute of Certified Public Accountants
SC Association of CPAs
FPA: Financial Planning Association 

 

Affiliations
Onelife Ministries; Board Member [2006-Present]
Gateway Baptist Church

                 

Niche
Pre-retirees, small business owners, widowers, young investors

 

Amazing Fact
I have completed several half-marathons

 

Education
University of South Carolina, BS in Accounting, 1979

Series 7

General Securities Registered Representative

Held with LPL Financial

Series 63

Uniform Securities State Agent

Held with LPL Financial

Series 65

Uniform Investment Advisor

Held with Independent Advisor Alliance

CPA Certified Public Accountant
CFP® CERTIFIED FINANCIAL PLANNERTM Practitioner

Securities Registration States: AZ, CO, FL, GA, MN, NC, OH, SC, TX.  IAR:  SC, TX

Insurance Registration States: CO, GA, NC, SC, TX

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