REGEV

"Advice is like snow, the softer it falls, the longer it dwells upon and the deeper it sinks into the mind". Mahatma Gandhi

Ran is a founding member of Regev Financial Group (RFG) and brings over 19 years of financial planning experience to the firm.

​

Ran’s career has specialized in servicing  a wide range of demographics, specifically Florida Retirement Services (FRS) participants, medical professionals, professional athletes and high net worth executives while utilizing the most advanced and dynamic financial planning, risk & investment management platforms available.

​

Prior to RFG, Ran was a Managing Sales Director at MetLife where he focused on managing the largest sales unit in the firm while achieving individual conference level production.

​

Ran is a Certified Financial Planner ®, Chartered Financial Consultant ® and holds securities registration series 7, series 66 & series 24 licenses. He served in the Israeli Defense forces as an infantry soldier and was later commissioned as an officer in the Israeli Airforce and Intelligence corps completing his four year service ranked Lieutenant.

Ran currently participates as a permanent member of both the young and senior Israeli Parliament of South Florida and as a member of The Memorial Health systems planned giving committee.

He lives in Plantation, FL with his family. His many passions include tennis, history, geopolitics, languages & film.

"From a tiny spark may burst a mighty flame". Dante

​

Rita is a founding member of Regev Financial Group and leads the planning, developing and implementing of marketing strategies for the company including development and growth activities.

She is a dedicated steward of all things that propel this company to the stratosphere!

She wears many hats to elementally ensure all forms of communications, strategies and products fall in line with the company’s overall direction.  Her passion lies in service and learning while operating strategically and rolling up her sleeves to work tactfully blending the best elements into a masterful brew.

​

Rita's impact on the financial services industry is impressive. She has been helping companies fulfill their marketing potential and achieve a competitive advantage for over 18 years in an industry that is ever evolving. Her resourcefulness and relentless pursuit of excellence is what makes everything better when she's at the helm.

​

*Not registered or affiliated with SagePoint Financial Inc.

11300 Tara Drive Plantation, FL 33325 Tel. (954) 868-3592

Dan has one goal in mind and that is strengthening and protecting our clients’ finances with the utmost integrity and consistency. For over 35 years, Dan has identified strategies to help meet our ultra high net worth clients financial objectives.

​

Dan Morr is a born leader. After completing his military service in the IDF as an artillery officer, Dan was recruited to the Israeli clandestine services, the Mossad, where he served as a training officer. 

Upon completing his JD, Dan moved to the US in the late 1960’s and completed an MBA at FIU.

Dan was a successful Financial Advisor with MetLife (1997-2013), becoming an expert in Disability insurance and establishing himself as an authority, working with the dental profession.

He is of the founding members of the Israeli community in South Florida and plays a leading role to this day.

​

*Not registered or affiliated with SagePoint Financial, Inc.

21050 NE 38th Avenue Aventura, FL 33180 Tel. (954) 802-3300

The best angle from which to approach any problem is the try-angle. Unknown

​

Teri became an invaluable member of Ran’s team while at MetLife. She provides executive new business and client servicing and manages all things necessary so that our advisors can focus on what they do best.

​

She embraces all challenges and is most satisfied when helping clients.  She’s our ‘go to’ person for all things large and small that make a difference.  She’s an expert collaborator and enjoys clearing the path and meeting challenges.  Her years of management where expert individual knowledge coupled with amazing teamwork during her 23 years at American Express provide a wealth of experience to leverage and build upon.  A great day for Teri continues to be a day filled with progress and new opportunities.  

​

Her array of accomplishments include:

Outstanding Performance Achievement – American Express – 2006-2001, 1994

Six Sigma Black Belt – American Express

MBA/Technology – Nova Southeastern -  Summa Cum Laude

BS/CIS (Computer Information Science) – Nova Southeastern University - Magna Cum Laude

Microsoft UDB & SQL Server Database Administration on Windows, Unix & Linux platforms

UDB/DB2 Database Administration on IBM S/390 

Passions:

Being there for friends and family

Turtle Hatchling Rescue

Exposure to the opportunity for Financial Success for everyone

Pursuit of balance in life – body, mind & soul – Do what you love and love what you do!!

​

*Not registered with SagePoint Financial Inc.