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    We Help Bay Area Families Navigate the Path to Financial Independence for Current & Future Generations.

    Regent Wealth Management’s mission is to ethically and responsibly preserve, protect, and grow their clients assets to provide for a satisfying financial and personal life. The team makes it a top priority to empower clients to understand what is going on with their finances so that they can take charge of their financial lives and work together to create a plan for future financial freedom.

    With their unique strategies and personal approach to helping their clients achieve their financial goals, they have shared their story and investing strategies on ABC, NBC, CBS and FOX affiliates as well as in Inc. Magazine and on the Financial Safari Radio Show. Together they are members of the National Ethics Bureau and the Better Business Bureau as well as several other industry and local organizations.

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    Meet Our Team

    Since 2002, Regent Wealth Management has helped 100's of clients throughout the Silicon Valley area to create a financial plan.

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    Jared M. Elson and Donald B. Bergis are Investment Advisor Representatives. Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser. Insurance products offered through Regent Financial & Insurance Services, LLC.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.