“We help our clients today, so their employees are ready for tomorrow.”
Toby Regal joined the Clearview Advisory team in 2016. As a qualified plan specialist, he focuses on helping organizations identify retirement plan goals and building a process to ensure those goals are met. Toby’s expertise in cost management, plan design, and vendor services provides maximum benefits for small to midsize businesses.
Prior to joining Clearview Advisory, Toby was principal of The Regal Group where he led business development and sales in the retirement plan market. Before founding The Regal Group, Toby managed The Hartford’s 401(k) sales for the eastern half of the United States. He has earned the Accredited Investment Fiduciary (AIF®) professional designation awarded by the Center for Fiduciary Studies.
Toby received his Bachelor of Business Administration degree in Business Management and Marketing from Northeastern University in Boston.