Financial & Business Services

Empowering business owners, physicians, families, and retirees with customized financial strategies—investment management, exit planning, and legacy protection tailored to your goals.

EXPERIENCE COUNTS

Ed Caldera started in the industry in 2001 and has specialized in managing growth of assets as a Investment Advisor.

With over two decades of experience in the financial services industry, he specializes in helping clients confidently navigate investment planning. As part of his comprehensive planning, he provides guidance backed by proven strategies in investment management, exit planning, retirement income, and legacy protection.

Our Services

I provide comprehensive financial strategies designed to grow, protect, and transition wealth for individuals, families, and business owners across every stage of life.

People I Serve

I understand the financial complexities each group faces and offer tailored strategies to support their goals, challenges, and future success.

Business owners

I help business owners grow, protect, and exit their companies with comprehensive planning for wealth, succession, and future transitions.

Physicians

I guide physicians in managing income, retirement, investments, and practice transitions while protecting their unique financial goals.

Executives

Support for executives navigating compensation plans, stock options, and retirement with a focus on tax efficiency and long-term security.

Pre-Retirees & Retirees

Retirement income planning, risk management, and legacy strategies designed to ensure financial peace and confidence throughout retirement years.

Families

Helping families organize finances, plan for education, protect assets, and build generational wealth through smart planning and investment strategies.

COMMITMENT TO VALUE

I offer relationship-focused financial guidance designed around your life, business, and legacy. With a fiduciary approach and personalized strategies, I help you make confident decisions through every stage of your financial journey.

Tailored strategies aligned with your goals
Clear, easy-to-understand financial guidance
Fiduciary commitment — your best interest first
Long-term partnership and ongoing support
Expertise with business owners and professionals
Proactive planning through every life stage

Area I Serve

Arizona
Colorado
Connecticut
Florida
Georgia
Iowa
Idaho
Illinois
Indiana

Louisiana
Massachusetts
Maine
Minnesota
Missouri
New Hampshire
New Jersey
New Mexico

Nevada
New York
Ohio
Oklahoma
Tennessee
Texas
Virginia
Washington

What Clients Are Saying

"Eduardo helped us create a retirement strategy we can rely on. His guidance has given us peace of mind."

"As a business owner, exit planning felt overwhelming. Ed made it clear and actionable."

"Our family estate plan is now aligned with our values and legacy goals, thanks to Eduardo’s expertise."

"Ed’s expert guidance simplified our financial planning. His personalized strategies brought clarity, confidence, and long-term peace of mind."

Let’s Connect

Whether you’re ready to take the next step or simply exploring your options, I’d love to hear from you. Let’s talk about your goals — and how we can build a financial plan that fits your life, your business, and your legacy.

Contact Information

Email

info@regencyadvisor.com

Phone

949-574-4306

Address

2211 Michelson Drive 9th Floor, Irvine CA 92612

Send a Message

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