Cetera Financial Group (the premier financial advisor Wealth Hub) announced that Regal Wealth Advisors has joined Summit Financial Networks, a region of Cetera Advisor Networks LLC. And Regal Wealth provides comprehensive planning and investment advice to clients and had more than $312 million in assets under administration as of February 2, 2024. The group – which was co-founded by Michael McCarthy, CFP, CLU, ChFC, and Andrew S. Pincus, JD, CPA, CFP and accompanied by long-time investment professional Fred DaVeiga, CPA, CFP, is based out of Myrtle Beach, S.C. and joined Cetera Advisor Networks from LPL Financial.
Regal Wealth Co-founder McCarthy (a 30-year-industry veteran) also serves as the director of financial planning, overseeing the firm’s investment programs and managing the development of financial plans, estate plans, business succession plans, and complex life insurance structures. And co-founder Pincus brings a strong knowledge of financial and tax issues to the firm, enabling him to develop comprehensive financial plans that consider all aspects of client’s lives. The firm is rounded out by Fred DaVeiga, CPA, CFP, who brings with him experience from multiple industries in the field of finance and accounting. He works closely with individuals, families, and businesses and collaboratively with their tax and legal professionals.
KEY QUOTES:
“We were drawn to Summit because its culture so closely mirrors our own. At Regal Wealth Advisors, we differentiate ourselves by providing personalized attention to our clients – and we know we can expect the same from Summit. I look forward to experiencing individualized support from Summit while also tapping into the broad array of resources available through Cetera. I know both will make a real difference for our practice and our clients for years to come.”
- Michael McCarthy
“I am happy to welcome Michael, Andrew and the entire Regal Wealth team to our network of more than 4,000 talented advisors. Summit is an ideal fit for advisors looking for tailored support for the betterment of their clients’ futures. I know Regal Wealth’s commitment to their clients is unparalleled and we look forward to providing strategic support to help the firm continue thriving in our community.”
- Marshall Leeds, president and regional director of Summit Financial Networks
