Wealth Management Specialists Don B. Bergis and Jared M. Elson Featured in Inc. Magazine

Jared M. Elson and Don B. Bergis, retirement and financial advisors, were recently featured in Inc. Magazine as two of America’s PremierExperts®.

Morgan Hill, Calif. – June 12, 2013 – Don B. Bergis and Jared M. Elson, of Regent Wealth Management, were recently seen in Inc. Magazine with other leading professionals as part of a feature called “America’s PremierExperts® Presents: The Next Big Thing.” Don B. Bergis, Jared M. Elson and other leading experts from various industries were showcased for their dedication to spreading knowledge and awareness in their field while making significant contributions to their industry and the marketplace as a whole.

Here is what the Inc. Magazine feature had to say about Mr. Elson and Mr. Bergis:

As trusted professionals, Don and Jared specialize in retirement and estate planning. They take a practical and personal approach with their clients to help make knowledgeable and educated decisions. Together as a team they focus on the fundamentals of implementing tax-efficient programs, income building, income distribution, and legacy concepts. Together we can strategize your dreams of a great retirement!

Don B. Bergis is the founder of Regent Wealth Management. Raised in the Los Altos Hills area, Donald B. Bergis’ background includes a career in the High Tech industry working as a VP of Sales and Marketing. He is a highly motivated individual who excels in all of his business endeavors and has realized that people were in need of help in regards to understanding their financial situations.

Don has been a successfully licensed Mortgage Broker for several years and a licensed independent Life/Health Insurance Agent. He now specializes in protecting his client’s principal and preserving the wealth they have accumulated while growing it responsibly. After participating in the strategies that he offers his clients on his own, Don felt a calling to start Regent Wealth Management and share those life changing strategies with others.

Jared M. Elson is a senior adviser and partner in Regent Wealth Management. After many years in the High Tech industry and working with people from all walks of life, Jared realized that people were in need of help in regards to understanding their financial situations. People of all ages needed assistance in providing for their retirement and an opportunity to help others was before him. Today he is licensed for Life, Health & Fixed and Indexed Annuities as well as a Series 65 licensed Investment Adviser Representative (IAR) and a partner at Regent Wealth Management. He now specializes in protecting his client’s principal and preserving the wealth they have accumulated while growing it responsibly.

America’s PremiereExperts® recognizes leading experts, across a wide array of industries, who are willing to provide information and education to consumers as a public service.

Learn more about Regent Wealth Management at http://www.regentwm.com/

Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser. Insurance products are offered through Regent Financial & Insurance Services LLC.

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