Our mission is to help you reach your retirement and investment goals.
FigTree was born out of a belief that every person is unique. As a fiduciary advisor with over 20 years of experience, we've witnessed the power of a personal approach.
It's why we seek to understand your story and your goals, then support you with a plan that leads to financial freedom.
With financial freedom and a secured retirement, you're free to dream about the legacy you want to leave to your children and your community.
Values that guide our partnership.
Integrity that lasts.
Along with transparent, honest communication, integrity builds the foundation for long-term, sustainable success.
Education with solutions.
You have endless options to invest in. We empower you with a clear understanding of your financial solutions, so you can take action to achieve your financial dreams.
Relationships with care.
As a boutique firm, we're designed to create lasting partnerships with a high standard of care.
Meet our advisors
Regina Legates
Founder & Financial Advisor
Regina has over 20 years of experience helping people create retirement plans with purpose.
She has a passion for giving, she and her husband Bryan partner with organizations like Living Water International and International Justice Mission. Regina enjoys morning walks, coffee, volleyball and spending time with her husband and five children.
Marjorie Carbajal
Financial Advisor
Marjorie has over 10 years of experience helping people create comprehensive financial plans.
She is passionate about helping families and pre-retirees plan for a successful retirement. She and her husband Robert have two beautiful daughters. Marjorie enjoys family time, movies, and is a professional sports fan.
Our FigTree name represents nourishment, abundance, and security.
We exist to nourish your financial goals and dream of retirement. With a proven plan you know exactly where you stand and what actions need to be taken to reach your destination. With a customized investment strategy, you can be confident that your hard-earned money is working for you. With FigTree, financial security can be reached. After all, you deserve a joyful retirement.
How can we help you grow?