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.com
www.regentwm.com

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Financial Planning

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retirement

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investing

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May 8, 2017

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retirement

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