Don Bergis Email & Phone Number | Raised in Los Altos Hills, Donald B. Bergis' background includes a career in the high tech industry as a VP of Sales and Marketing. He is a highly motivated individual who excels in all of business endeavors and developed a solution for those in need of assistance when it comes to planning a successful retirement. Don is the founder of Authentikos Advisory, formerly Regent Wealth Management. He specializes in protecting his clients principal and preserving the wealth they have accumulated while growing it responsibly. Don truly loves helping people manage the most important time of their lives... the golden years and those years immediately prior to retirement. Simply put, we all work hard during our lives so that we can take pleasure in the years ahead. Don feels strongly that people are looking for more than just a financial adviser they're looking for someone they can connect with personally. The honesty and integrity he looks for in people and the companies that he works with is what he offers to his clients. If you're ready to start enjoying your retirement or if you're in the initial stages of planning for the retirement you have dreamed of, Don can help you to strategize a plan. Don is a graduate of California Polytech State University San Luis Obispo, CA.1979. He is a Series 65 Investment Adviser Representative IAR as well as a licensed Life & Health Insurance Agent. Don participates in continuing education courses, trainings and workshops throughout the year. Donald B. Bergis is a Investment Advisor Representative. Investment Advisory Services offered through Authentikos Wealth Advisory LLC an SEC Registered Investment Advisor. Insurance Products offered through Authentikos Financial & Insurance Services LLC.

Don Bergis

Raised in Los Altos Hills, Donald B. Bergis' background includes a career in the high tech industry...
Morgan Hill, California, United States

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Don Bergis’s Email don@authentikos.com

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Don Bergis’s Location Morgan Hill, California, United States

Don Bergis’s Current Industry Authentikos Advisory

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Work Experience

Authentikos Advisory

President

2005-01-01 00:00:00 - Present

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FAQ About Don Bergis

Don Bergis is located at
Morgan Hill, California, United States

Don Bergis is a Raised in Los Altos Hills, Donald B. Bergis' background includes a career in the high tech industry as a VP of Sales and Marketing. He is a highly motivated individual who excels in all of business endeavors and developed a solution for those in need of assistance when it comes to planning a successful retirement. Don is the founder of Authentikos Advisory, formerly Regent Wealth Management. He specializes in protecting his clients principal and preserving the wealth they have accumulated while growing it responsibly. Don truly loves helping people manage the most important time of their lives... the golden years and those years immediately prior to retirement. Simply put, we all work hard during our lives so that we can take pleasure in the years ahead. Don feels strongly that people are looking for more than just a financial adviser they're looking for someone they can connect with personally. The honesty and integrity he looks for in people and the companies that he works with is what he offers to his clients. If you're ready to start enjoying your retirement or if you're in the initial stages of planning for the retirement you have dreamed of, Don can help you to strategize a plan. Don is a graduate of California Polytech State University San Luis Obispo, CA.1979. He is a Series 65 Investment Adviser Representative IAR as well as a licensed Life & Health Insurance Agent. Don participates in continuing education courses, trainings and workshops throughout the year. Donald B. Bergis is a Investment Advisor Representative. Investment Advisory Services offered through Authentikos Wealth Advisory LLC an SEC Registered Investment Advisor. Insurance Products offered through Authentikos Financial & Insurance Services LLC.