Pamela R. Regatuso CPA, CFP® ,CLPF
For over 20 years Pamela (Pam) R. Regatuso, CPA, has provided advice for both personal and corporate finances and taxation. She specialized in creating financial statements, analyzing financial information and providing strategic recommendations for improvement. In order to better serve her clients in planning for their future, Pam earned her CFP® designation where she assisted numerous clients in establishing financial planning goals and assisting them in meeting those goals. With these dual designations, Pam provided guidance in the many areas of planning including accumulation and preservation of wealth and wealth transfer.
Pam’s compassion and empathy comes through when working with people and helping them through challenging and complex times in their lives. Her uncompromising ethics allow her clients to know that they are cared for to the highest professional and human standards.
Pam’s organizational and communication skills enable her to discuss and document all aspects of the future decisions that will need to be made in her clients lives. While working closely with each client, Pam creates a plan that identifies the unique circumstances and preferences of her clients to provide for the care and management of their estate and their lives.
Pam is a member of the Professional Fiduciary Association of California (PFAC), the Contra Costa County Bar Association (CCCBA), the Estate Planning Council of the Diablo Valley (EPCDV) and the American Institute of Certified Public Accountants (AICPA). In addition to being a past member of The Rotary Club of Rossmoor -Walnut Creek she was the President of the Club for 2013-2014. She has held a board position with The Rotary Club of Rossmoor and her homeowners association. She was also ambassador of her local Chamber of Commerce. She has been involved for several years in Toastmasters International to enrich her speaking and leadership skills.
Our company is based on the belief that our clients' needs are of the utmost importance. Our entire team is committed to meeting those needs. As a result, a high percentage of our business is from referrals.
We would welcome the opportunity to earn your trust and deliver you outstanding service.