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 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 M. Elson
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.
C. Brieanna Mason Chief Operating Officer
James Bergis Business Development Associate
Freddie Zagala Analyst
Lynda Varada Workshop and Events Administrator
Shane Winter Director of Marketing
Jason Kurchner, CFP Tax Minimization Specialist
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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.