Grow What You Love, We'll Grow What You Need

Less green in your accounts means less green in your garden. Surround yourself with growth year round.

Get access to the same Money Managers as these companies

GoToWebinar 001
adobe_logo (1)

Our Patented Process


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? 


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?


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


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


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

Would you Like to meet here?

Morgan Hill Office

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

Would you like to meet here?

Find us on social media!

Want More Information?

Send us your name and email and include any questions or concerns you have in the message and we would be more than happy to answer!

Please enter your name.
Please enter a message.

Investment Advisory Services offered through Regent Wealth Advisory, LLC a Registered Investment Advisor. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Insurance Products offered through Regent Financial & Insurance Services, LLC. Any comments regarding safety and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.