Meet with a Financial Planner that can put your income on Autopilot

Unexpected travel can be a budget buster. Plan for the moments you can't see coming.

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Our Patented Process

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Step 1: Vision

Together, we paint a picture of your ideal retirement and set specifically tailored goals that best fit you and your situation.

What kind of lifestyle do you want in retirement? What tools do you need to reach your ideal retirement? 

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Step 2: Interpretation

We help you uncover obstacles that could prevent you from ultimately having the retirement you dreamed of. 

Are you currently using the right tools; are those tools working the way you envisioned they would? Are you faced with too many fees, risk or volatility? What safety nets do you have in place in case of critical illness or loss of income from a spouse?

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Step 3: Creation

Setting these goals and learning about your ideal retirement lifestyle has brought us to the creation of your Authentic Retirement™ Plan. This custom and comprehensive plan closes the gaps in which we previously, identified and begin to pave a way for your ideal retirement?

Meet the Professionals

Don Bergis

Founding Partner/Advisor

For more than 15 years, Don has worked in the financial industry preserving the wealth clients have accumulated while growing it responsibly. Before Don embarked into the financial realm, he had a career as a director of sales and marketing in the tech industry. 

Jared Elson

Jared

Managing Partner/Advisor

Coming to financial services from a career in tech, including nearly a decade with various roles at Yahoo!, Jared understands what it takes to achieve results in Today's demanding and ever-changin times.

 

Brie Mason

Brie

Cheif Operating Officer/Advisor

Brie works closely with clients while overseeing the company's operations and developmental growth.

Brie mostly recently implemented a female-centric sister company to our firm called "Woman's Worth".  More details on that to come!

 

Campbell Office

1500 E. Hamilton Ave, Suite 201 Campbell, CA 95008

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Morgan Hill Office

1295 E. Dunne Ave, Suite 215 Morgan Hill, CA 95037

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