Team

What’s in a Name?

A Southern California native, Joe grew up in and around the water. He was a competitive age-group swimmer and played water polo at Stanford. His many summers as an ocean lifeguard had a profound impact on him. Being given the opportunity to literally save lives with countless rescues — and being in charge of the safety of everyone on his watch — instilled in Joe a “lifeguard mentality” he carries with him always.

When Joe decided to launch his own wealth management firm, he chose a name that captures the depth of care and responsibility he gives to every client: Lifeguard Wealth. He’s no longer saving lives in such a literal sense, but he is saving financial lives by helping each client navigate the uncertainties of the markets and adequately plan for a secure, prosperous future.

 


“My primary focus is on building long-term relationships with all my clients by giving personal, independent and experienced advice.”

— Joe Delaney

Our Team Members:

Joe Delaney Lifeguard Wealth

Joe Delaney

Managing Director

Managing Director Joe Delaney founded Lifeguard Wealth to help others realize their goals and dreams. As a fee-only financial advisor, he is dedicated to putting clients first. Joe has more than 30 years of financial-industry experience as a CPA and CFO; he has held senior positions with institutional investment and wealth management firms. Since 2001, he has focused his career on creating and executing wealth management strategies for individuals and families. He is licensed to provide investment advisory services, and he holds a BA in economics from Stanford University and an MBA in finance from UCLA Anderson.

In his spare time, Joe enjoys competitive swimming, mountain/road riding, yoga and spending time with family. Joe lives in Marin with his daughter Paige and dog Bear. His older son Blake is a student at Seattle University.

Allen Lifeguard wealth

Allen Regan

Portfolio Assistant

Allen’s interest in Finance began at ten years old, when his grandfather began giving him old copies of The Wall Street Journal.  His interest in helping others with Finance started at the same time as he took those old copies to school and showed his friends how to look up stock prices (after he explained what a share of stock is). This interest grew into multiple positions with multiple firms spanning over a decade, including BAM’s affiliated firm, Buckingham Strategic Wealth.  Allen joins Lifeguard Wealth as an Associate Advisor.  He works primarily behind the scenes helping Joe focus even more on building long-term relationships with you and on giving the personal, independent experience you can trust.

Allen is a CERTIFIED FINANCIAL PLANNER™ with a Bachelor’s Degree in Finance.  In his spare time, he enjoys spending time with his wife, Kendall and two children Avery and Patrick. Allen enjoys landscaping and gardening and considers any day on the water a day well spent.

 

Our Partners:

Our strategic business partners include:

The BAM Alliance (BAM)

BAMAlliance The BAM Alliance provides a comprehensive array of services to independently registered investment advisor firms. Lifeguard Wealth has chosen to partner with The BAM Alliance and their team of over 200 capable and dedicated professionals to handle many of its back-office responsibilities.  This allows Lifeguard Wealth to focus the majority of its resources on providing expert investment advice, comprehensive financial solutions and top-notch customer service.

Schwab Institutional

lifeguard wealth charles schwab Schwab Institutional is a recognized leader is the custody of assets and our preferred custodian to accounts we manage on your behalf. With your permission, Lifeguard Wealth receives a limited power of attorney to manage your accounts. However, you remain in control of your accounts by having them held by a third-party custodian.

 

Dimensional Fund Advisors (DFA)

dimensional DFA is widely recognized as the pioneer in the movement toward evidence-based investing. Their approach is firmly rooted in academic research, which shows the benefits of an evidenced-based investment strategy. We believe DFA offers some of the best tools available to help you achieve your financial goals. Watch the video below for an introduction to Dimensional.