Regent Wealth Management’s mission is to ethically and responsibly preserve, protect, and grow our clients assets to provide for a satisfying financial and personal life. We make it a top priority to empower our 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.
Since 2002, Regent Wealth Management has helped 100's of clients throughout the Silicon Valley area to create a financial plan.