Regan Stanfield, CFP®, CPWA®, CEPA®

Regan joined City National Rochdale in 2019 and has over 18 years of experience in the financial services industry. Mrs. Stanfield is responsible for business development in the Southeast region where she communicates and fosters relationships with financial advisors, CPAs, attorneys, and their high-net-worth clients who may benefit from City National Rochdale’s investment management services. 

Mrs. Stanfield was most recently employed by Triad Advisors as a Compliance Specialist overseeing client investments. Prior to that, Mrs. Stanfield was an Assistant Vice President at a non-traded REIT where she was responsible for educating and marketing alternative investments to financial advisors.

Mrs. Stanfield earned her B.S.B.A. from Auburn University and her M.B.A. from Georgia State University. Additionally, Mrs. Stanfield is a CERTIFIED FINANCIAL PLANNER^TM. She also holds the CPWA® designation, completing the coursework through the Yale School of Management. CPWA® focuses on advising families with greater than $5mm in assets. Mrs.Stanfield is also a Certified Exit Planning Advisor ®.   

Outside of work, Mrs. Stanfield enjoys gardening and spending time with her family.