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Anthony R
CFP®, Series 63, Series 66
Parker, CO
Facet
Anthony Regalado is a CFP® with 28 years of industry experience, currently advising at Facet since 2026. His prior roles include positions at Markit Digital/S&P Global/Communify Fincentric and Schwab Private Client Investment Advisory, Inc., where he worked for ten years, as well as a long tenure at Charles Schwab dating back to 1993. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a range of households via phone, video, and a proprietary web platform. The firm employs model-based asset allocations primarily using ETFs and technology-driven processes, including machine learning for tax-optimized implementation and regular portfolio rebalancing.
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