Heritage Financial Consultants Welcomes Regina Beatty & Her Team!
February 4, 2021

Heritage Financial Consultants welcomes Regina Beatty CBEC™, CRPC®, CFP®.  A financial professional with more than 25 years of experience, Regina specializes in planning for successful business owners and high net worth families. With the addition of Regina’s team, including associate planner, Julian Grubbs, Heritage extends its reach to now include an office serving the Pittsburgh area, and adds a Sarasota/Lakewood Ranch location to its existing, thriving Florida branches in Miami, Naples and Boca Raton. Regina will be joining the firm as a partner and will lead these two new offices.