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    Here's Our Story. We Hope You Become a Part of It.

    At Regent Wealth Management, our sole focus is you.

    Speakers and retirement income planning professionals Don B. Bergis and Jared M. Elson are the founding and executive team at Regent Wealth Management. For more than 10 years, they have helped provide hundreds of clients with retirement income plans to create more comfortable retirement lifestyles.

    Don and Jared truly love helping people manage and preserve the most important time of their lives: the golden years and those years immediately prior to retirement. They believe in working hard so clients are able to take pleasure in the years ahead and aim to help clients do so with greater financial confidence.

    Don and Jared are featured co-authors of the book, “Victory,” in which they they’ve written about the “The Seven Things Depleting Your Retirement Nest Egg.” They have also shared their story and investing strategies on ABC, NBC, CBS and FOX affiliates as well as in “Inc. Magazine” and on the “Retirement Symphony” radio show. Their firm is a member of the National Ethics Bureau and the Better Business Bureau as well as several other industry and local organizations.

    Together, Don and Jared feel strongly that people are looking for more than just a financial professional; they’re looking for someone they can connect with personally and to help them make more informed financial decisions. Don and Jared believe their clients deserve the highest level of service including honest and reliable information.

    The Regent Wealth Management Team:

    Don B. Bergis, Founder & Partner
    Don B. Bergis is the founder and president of Regent Wealth Management. Before Don embarked into the financial realm, he had a career as a Director of Sales and Marketing in the high tech industry. For more than 15 years, Don has worked as an advisor, specializing in preserving the wealth clients have accumulated all while growing it responsibly.

    Don can be heard on the Financial Symphony radio show on local stations such as KBAY and KLIV on Sunday mornings. Don is also a co-author of the book Victory, featuring his own chapter on ‘The Seven Things Depleting Your Retirement Nest Egg.’ He also wrote another helpful read called ‘Mailbox Money.’

    Raised in the Los Altos Hills, Don is a countryman at heart. When he is not assisting clients, he spends his time horseback riding, fishing, enjoying a good book on his porch and being a devoted husband and father to his two children.


    Jared M. Elson, Managing Partner
    Jared is a partner at Regent Wealth Management. Jared grew up in Morgan Hill, California and he currently calls Gilroy home. With a high-tech background, including nearly a decade with various roles at Yahoo!, Jared has a thorough understanding of how to achieve results in today’s demanding and ever changing times.
     
    An avid hockey fan, you can find Jared at many San Jose Sharks home games and even playing amateur hockey in the area. His passion also shines through when racing cars and volunteering with local automotive clubs and motor sports organizations.


    C. Brieanna Mason, Chief Operating Officer

    Brieanna Mason has degrees in both international business and education. Putting her degrees to work, her background is is a compilation of business development, sales management, operations, and client relations. As our COO and an advisor, she works closely with clients while overseeing the company’s operations and developmental growth.

    With her secondary role as an advisor, Brie helps clients learn about alternatives to Wall Street, and investment vehicles that could benefit their retirement nest eggs.

    She shares the same passion as Don and Jared when it comes to providing people with well-tailored advice, guidance and support rooted in the planning for a fruitful retirement. Brie thrives on knowing that she is able to focus on the client’s future and how to achieve their retirement goals.

    Brie attended college at University of London-School of Economics, where she helped write policies on trade tariffs and trades for the European Economic Community (EEC) before making her return to the states. She was an international business major at San Francisco State University and Cal State East Bay; she continued her education through graduate school at Saint Mary’s College.

    Brie currently lives in Willow Glen and has two children, Sophie and Drake. Together they enjoy spending time with their three dogs, volunteering, paddle boarding, biking and creating art.


    James Bergis, Business Development Associate
    James spearheads a series of business development tasks at Regent Wealth Management. He attended George Fox University where he studied mechanical engineering and psychology. With his experience in customer service and client relations, James directly supports the firm by focusing on generating new leads, excelling in client services, and assisting a series of workshops. 

    James currently resides in Gilroy, CA and enjoys working on hot rods, building furniture, and metalworking.


    Daniel Slocum, Analyst
    Dan is a Service Advisor at Regent Wealth Management and assists with annual reviews, client meetings and processing. After graduating from the University of Arizona with a degree in economics, Dan began working in the financial industry in 2007 and over the course of his career has achieved his Series 7, 66 and California Life and Health Insurance licenses. He has a passion to help people and thoroughly enjoys working with clients approaching or within their retirement years.

    When Dan is not assisting clients he is enjoying the outdoors which stems from his time as an Eagle Scout. He spends his free time camping, hiking, snowboarding and mountain biking.


    Freddie Zagala, Analyst
    Freddie comes to Regent Wealth Management as an analyst with a degree in finance from the University of De La Salle. Along with his 15 years of financial experience, Freddie holds his license 7 and 63; he focuses on processing applications, handling hundreds of accounts for clients. Freddie demonstrates exceptional dedication and care when handling accounts, ensuring streamlined and comfortable processes.

    Freddie currently resides in San Jose, CA and enjoys spending time traveling with his wife and two daughters. Outside of work, he enjoys playing golf, swimming and bike riding.


    Hillary Conlin, Marketing Manager
    Hillary is the marketing manager for Regent Wealth Management. She comes to the firm with a broad range of skills in the marketing and public relation industries. Handling all the company’s marketing aspects, Hillary will be spearheading a series of new campaigns and strategies to ensure client knowledge as their relationship with Regent Wealth Management grows.

    Hillary has a passion for all things marketing, social media and public relations. Being in-the-know of the latest trends is a speciality. She is originally from Sacramento, CA and enjoys traveling near or far, music and spending time with friends,family and pets.

    Lynda Varada, Workshop Administrator/Client Relations Associate 
    Lynda Varada joined the Regent Wealth Management team as the Workshop Administrator with a background in business and marketing. She is a public speaker heard around the country on topics such as personal and leadership development, Christian living and marriage. Her leadership and business development experience play a vital role in the company’s seminar program.

    When Lynda is not speaking at events she enjoys time with her horses, especially equestrian riding, reading books and spending time with her husband and three children. You can also find Lynda training for events such as a half marathon in Seattle this summer.

    To schedule a time to discuss your retirement future, contact us at 877-457-4567.
    By contacting us you may be offered insurance and/or investment products for sale.

    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.

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    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.
     
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    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.

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    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.