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    Krista Regaldi

    Wealth Management Advisor

    Krista Regaldi is a seasoned professional in the field of financial planning and wealth management. She graduated from Pennsylvania State University in 2002 with a Bachelor of Arts Degree in Communications. With Series 7 and Series 66 FINRA registrations, Krista is licensed as an agent for Life, Accident, and Health Insurance. She has also achieved the Accredited Wealth Management Advisor™ (AWMA™) designation from the College for Financial Planning Institutes Corp. Krista joined Walters Bailey Associates in 2008 and currently serves as the primary coordinator for intergenerational planning. In her role, she excels in conducting portfolio reviews, implementing investment strategies, and offering recommendations. Beyond her career, Krista values spending quality time with her family, including her two boys and husband.

    Highlights

    Nov 8 · Forbes
    America's Top Wealth Management Teams High Net Worth 2022 - Forbes
    Nov 8 · Forbes
    America's Top Wealth Management Teams High Net Worth 2022 - Forbes
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    Location

    Blue Bell, Pennsylvania, United States