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 Team
Regina Legates
Founder & Financial Advisor
Regina has over 25 years of experience in financial services. She enjoys helping clients reach retirement goals and helps maintain a comfortable lifestyle throughout their retirement.
She enjoys coaching volleyball in her spare time and spending time with her husband and five children.
Marjorie Carbajal
Financial Advisor
Marjorie has over 17 years of experience in financial services. She enjoys helping families create comprehensive financial plans from college education to retirement planning.
She and her husband Robert have two beautiful daughters and one son. Marjorie enjoys family time and watching basketball.
Chris Mendel
office manager
Chris has over 15 years of experience in financial services. He enjoys servicing clients as they move towards their financial goals. He helps maintain long term relationships with our clients.
He and his wife Desiree have two beautiful daughters. Chris enjoys family time, martial arts. and the outdoors.
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?