Regent Financial

Since 2002, Regent Financial & Insurance Services, LLC, has offered financial advice and retirement planning services to individuals throughout the San Francisco Bay Area. Committed to providing premier guidance, Regent Financial prioritizes learning about its clients’ needs and wants. By examining the short-term and long-term goals of the people it represents, Regent Financial can create customized plans that assist with wealth preservation, tax planning, life insurance, and other elements of customer portfolios. Through the experts at this firm, clients can obtain information about asset protection, income planning, 401(k) rollover strategies, probate, and money management. A Better Business Bureau-accredited entity, Regent Financial was founded by National Ethics Bureau members Don Bergis and Jared Elson. Before creating Regent Financial, Don Bergis performed as Vice President of Sales and Marketing with high tech firms and earned licenses as a Mortgage Broker and Life and Health Insurance Agent. Possessing experience in numerous aspects of the financial world, Bergis understands the intricacies of designing investment strategies, and he shares this expertise with his clients. Also holding experience in the high tech field, Jared Elson serves as a Senior Advisor and Partner. The recipient of a Series 65 license that enables him to act as an Investment Advisor Representative, Elson also holds a license for selling life, health, and fixed annuities coverage. At Regent Financial & Insurance Services, both of these individuals function as Principals, focused on protecting their clients' wealth and enabling it to grow. To read more about the options available from this company, visit www.regentfinancial.net. The site also includes dates of upcoming workshops and seminars held by the firm.