Meet the professionals who can help you Pursue Your Goals


We help individuals and families pursue their ideal retirements.

 

Meet The Team

The team behind Regent Wealth Management is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

don

Don B. Bergis
Founder & Partner

For more than 15 years, Don has worked in the financial industry, focusing on 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.

Don can be heard on the “Financial Symphony” radio show on local station K-BAY on Sunday mornings. He is also a co-author of the book “Victory,” which includes his own chapter, “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

Jared M. Elson
Managing Partner

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-changing times.

Jared and Regent Wealth Management Founder and Partner Don Bergis are co-authors of the book “Victory,” which includes their chapter, “The Seven Things Depleting Your Retirement Nest Egg.” They also co-host the “Financial Symphony” radio show on local station K-BAY at 7 a.m. every Sunday.

Jared grew up in Morgan Hill, California, and currently calls Gilroy home. An avid hockey fan, you can find Jared at San Jose Sharks home games and playing amateur hockey. He’s also passionate about racing cars and volunteering with local automotive clubs and motorsports organizations.

Brie

C. Brieanna Mason Chief Operating Officer

James

James Bergis Business Development Associate

Freddie

Freddie Zagala Analyst

Lynda

Lynda Varada Workshop and Events Administrator

shane

Shane Winter Director of Marketing

Ready to Take

The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 877.457.4567