Meet Regina Bedoya
Current
Role
Regina is President of RB Financial Advisors Inc. located
in Juno Beach, Florida. Having worked in financial services
since 1975, Regina has spent the last 13 years helping her
clients achieve financial security. Regina is committed to
providing sound financial advice and exceptional customer
service. Her mission is to help clients achieve their
financial goals through a systematic process which includes
values-based goal setting, application of specialized knowledge,
development and implementation of an action plan, and periodic
monitoring of its progress.
Educational
Background
Regina graduated Summa Cum Laude
from Palm Beach Atlantic University and has attained the designations
of Chartered Life Underwriter (CLU), Chartered Financial Consultant
(ChFC), and the CLTC designation from the Corporation
for Long Term Care Certification. In addition, as a
Certified Divorce Financial Analyst (CDFA), Regina is trained
to provide specialized financial guidance to clients going
through a divorce as well as those who have recently divorced.
She is a member of the Collaborative Divorce Team of Palm
Beach County. Regina is fluent in English and Spanish.
Professional
Highlights
Regina has over 28 years of
experience in financial services. Her fifteen years of banking
experience include eleven years of service at Bank of America
NT & SA, where she held the position of Vice President
and Head of Management Information systems for the bank’s
Global Trading Unit. In 1986, she accepted a position
as Senior Vice President and Chief Financial Officer of Regent
Bank, a commercial bank in South Florida. In 1990, she
retired from banking and managed her own import-export business
until 1993 when she rejoined the financial services industry.
Prior to founding RB Financial Advisors Inc. in 2004, Regina
was an Agent/Financial Planner for Prudential Financial for
11 years.
Some of her accomplishments include
Prudential’s Palm Beach Agency New Agent of the Year Award,
Prudential’s Palm Beach Agency Sophomore Agent of the Year
Award, Million Dollar Round Table (MDRT) Qualifier for
13 consecutive years, Life Member of the Million Dollar Round
Table, Conference Qualifier for 13 consecutive years, multiple
Prudential President’s Citations, the Irvin Konter Award,
and others.
Community
Involvement
Regina believes in giving back
to her community and is involved with several non-profit organizations
including the Junior League of the Palm Beaches and the
American Heart Association. She is on the boards of
directors of Dress for Success Palm Beach County, the Women's
Chamber of Commerce of Palm Beach County, the Women's Chamber
Foundation and Stop! Children’s Cancer. She is the founder
of Womenade of the Palm Beaches, an organization committed
to helping disadvantaged women and children with “small donations
that make a big difference.”
Personal
Profile
The oldest of nine children, Regina
was born in Michigan, grew up in South America and moved to
Florida in 1979. She currently resides in Juno Beach with
her four children Rick (27), Natalie (24), Gabe (21) and Christopher
(18).
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