Skip to ContentSkip to Footer
Subscribe

Save 66% off 12 issues

Subscribe
Advertisement
Donald B. Bergis, Investment Adviser
Founder and President, Regent Wealth Management

Donald B. Bergis is the founder of Regent Wealth Management, focusing on protecting a portion of his clients' assets from market losses and preserving the wealth they have accumulated. Bergis is an Investment Adviser Representative and a licensed life and health insurance agent in the state of California (license# 0F31814). He is a graduate of California Polytech State University in San Luis Obispo, California, and participates in continuing education courses, trainings and workshops throughout the year.

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

Phone: 877.457.4567 E-mail: info@regentwm.comwww.regentwm.com

How to Wisely Use the Internet to Serve Your Financial Planning Needs
savings

How to Wisely Use the Internet to Serve Your Financial Planning Needs

You can start your research online, but be wary of the information you find.
May 8, 2017
Don’t Let Hidden Investment Fees Hijack Your Retirement
retirement

Don’t Let Hidden Investment Fees Hijack Your Retirement

Building a nest egg isn’t easy, and keeping it takes vigilance. Here are 3 ways you can protect your hard-earned money.
May 8, 2017
NFL Superstars' Financial Fumbles Hold Lessons for Rest of Us
investing

NFL Superstars' Financial Fumbles Hold Lessons for Rest of Us

Just because you're rich doesn't mean you don't make money mistakes. In fact, it may mean you make bigger ones.
May 8, 2017
Make Charitable Giving a Win-Win Part Of Your Wealth Plan
retirement

Make Charitable Giving a Win-Win Part Of Your Wealth Plan

You can do a lot of good while getting a good tax break, but the details of the setup are important, and so is how you communicate your wishes to your…
May 8, 2017
Advertisement
Skip to ContentSkip to Footer