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

    Regent Wealth Management, the Authentic Retirement Company’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 tailored 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.

    *National Ethics Bureau is a paid membership.

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    Meet Our Team

    Since 2002, Regent Wealth Management has helped hundreds of clients throughout the Silicon Valley.

    Click here to learn more about us.

    Investment advisory services offered through Global Financial Private Capital, an SEC-Registered Investment Adviser (“GFPC”). SEC registration does not imply a certain level of skill or training. Regent Wealth Management and GFPC are not affiliated entities.  One or more individuals at Regent Wealth Management are investment adviser representatives of GFPC and [may] receive[s] [JA1] compensation in exchange for soliciting investment advisory services provided by GFPC on behalf of Regent Wealth Management clients.
    GFPC is not affiliated with the website represented. GFPC is not responsible for the views and opinions contained herein, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content, and does not recommend or endorse any specific information herein.

    This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or other financial instrument, nor does it constitute an offer to provide or investment advisory or other services by GFPC. Nothing contained on this website constitutes investment advice or offers any opinion with respect to the suitability of any security, and the views expressed on this website should not be taken as advice to buy, sell or hold any security.

    Insurance and annuity product guarantees are not offered by Global Financial Private Capital, LLC.  Insurance products and services are not offered through [JA2] , Global Financial Private Capital, LLC.   Global Financial Private Capital, LLC is not affiliated with any insurance company.

    *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.