Joseph Regan - Financial Adviser

Joseph Regan

Senior Financial Consultant

  • Based in Shanghai, China

About Joseph

I was born and raised in Redondo Beach, California. I was fortunate to be able to travel through Southeast Asia in the 90s during a summer break from college. After spending three months in Asia, I was determined to return to enjoy the beautiful scenery and rich culture. My planned six month stay in Shanghai has now extended by several years, and my current long term plans are to remain in China.

I have earned a Bachelors degree in Business Administration with an emphasis in Accounting and a Masters Degree in Business Administration emphasis in Project Management. My background led me to become a Chief Financial Officer for a company doing in excess of 400 million USD in sales per annum. My extensive working knowledge of U.S Taxation is a clear advantage to help my clients, both existing and prospective – this knowledge is easily tranferable and aids me in understanding many other country’s tax policies to help expats with their taxes.

When I provide a financial consultation, my approach is to treat my client like a business entity I am in collaboration with to achieve their goals and objectives. Through a combined client/consultant effort I seek to improve their strategies, stressing that actions without positive results are costly and a setback to their financial futures. My priority is always a successful end result.