Cetera Investment Advisers
39yrs
Top advisor by experience in Sun City
9yrs
JoAnn Regan
Financial advisor at FSG Financial Services
JoAnn Regan is a fiduciary financial advisor in Sun City, Arizona, with 9 years in the industry. JoAnn joined FSG Financial Services in 2018, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 47 advisors with offices in Sun City, and one of 42 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office10001 W. Bell Road Suite 148, Sun City, AZ 85351
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$321,104
Advisors at the firm3
States licensed ?1 state
Services through FSG Financial Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2018 – nowFSG Financial Services, Inc.Current firm
Contact JoAnn
Local office(623) 522-4522Ask for JoAnn. (623) 561-2323Main office 10001 W. Bell Road Suite 148Sun City, AZ 85351Office · Get directions
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Questions to ask JoAnn
Tailored to JoAnn’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About JoAnn
How do I contact JoAnn?
Call JoAnn’s local office at (623) 522-4522 or the FSG Financial Services main office at (623) 561-2323, and ask for JoAnn Regan.
How long has JoAnn been a financial advisor?
JoAnn has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does JoAnn hold?
Series 65. Tap any license on this page to see what it allows.
Is JoAnn a fiduciary?
JoAnn is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is JoAnn paid?
FSG Financial Services reports being paid by a percentage of the assets they manage, other fees. Ask JoAnn for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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