“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
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.
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
General Securities Registered Representative
Held with LPL Financial
Uniform Securities State Agent
Held with LPL Financial
Uniform Investment Advisor
Held with Independent Advisor Alliance
Certified Public Accountant
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
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.
Transparency. Integrity. Service. Dedicated to Connecting You with Your Future.