Akram Hassan is a financial advisor at Regista Financial Strategies, LLC in Denver, CO, holding a Series 66 designation with seven years of industry experience. He previously worked at Edward Jones for five years and has additional experience at Synergy BIS and DeWolff Boberg & Associates. Regista Financial Strategies provides investment management, financial planning, and retirement plan consulting to individual clients, including high-net-worth households, and employer plan sponsors. The firm combines asset-allocation and Modern Portfolio Theory principles with both passive and active strategies, utilizing institutional platforms and custom portfolio construction, alongside the option of alternative investments.

Nichole Graham is a CFP® professional with one year of experience, currently serving as a financial advisor at Regista Financial Strategies, LLC. She has prior experience with Fonte Financial Advisors and Wellspring Divorce Advisors, where she also provides divorce financial planning services on an hourly contract basis as an independent contractor. Regista Financial Strategies serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering discretionary investment management and financial planning with a fee-only structure. The firm uses a combination of Betterment for Advisors, outside managers, and custom models, and provides services that include cash flow, tax, estate, insurance, and business transition planning.