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.