KEVIN REGAN, MBA, MSFSR, CFP®, RICP®
Owner, Lead Advisor
Kevin started Crionna Wealth with a clear vision: to create a forward-thinking firm that offers the most comprehensive planning solutions for its clients. The firm is built on a strong foundation of academic research, leverages the latest technology, and stays true to the highest standards of a fee-only fiduciary.
Kevin is a Certified Financial Planner (CFP®) and Retirement Income Certified Professional (RICP®). He also earned a Master’s in Financial Services (MSFSR) with a focus on retirement planning. Before starting Crionna Wealth, Kevin spent over a decade in the industry, working at Ridgeline Financial Partners and Barnum Financial Group. He graduated from the University of New Hampshire in 2008 with a B.S. in Finance and a B.A. in Economics. While at UNH, Kevin wasn’t just hitting the books—he was also an All-American ice hockey player and a finalist for the Hobey Baker Award, which goes to the nation’s top ice hockey student-athlete.
Even during his professional hockey career, Kevin stayed focused on his education. It was during his MBA studies at Abertay University in Dundee, Scotland, that he discovered his passion for personal financial planning. While there, he completed a work-study program with Medical & Dental Financial Planning Services in Dundee, U.K., and even centered his Master’s dissertation on financial planning.
Now, Kevin lives in Cheshire, CT, with his wife, Sarah, and their four kids—Brayden, Tyler, Colton, and Mila. Outside of work, he’s still deeply involved in the sports world, coaching regularly and serving as a board member for the Connecticut Sports Management Group, which organizes amateur athletic events across the state, including the annual Nutmeg State Games.
