Regent Wealth Management

Specialties

Regent Wealth Management is a financial firm focusing on retirement, estate and investment planning. We take pride in our ability to serve Silicon Valley through the development of a business built on community outreach, and fostering close, honest relationships with each of our clients.

We take an all-​inclusive approach to financial planning, placing top priority on preserving, protecting and growing our clients assets to provide them with the opportunity and flexibility to develop a custom financial portfolio and create a plan that could promote future financial freedom.

We understand how important it is for you to be able to trust your advisor — particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the direction the stock market and interest rates take in the future, it’s important to have a trusted advisor you can count on to give you the news straight and look after your best interests.

We are experienced, responsive, and understand your need for integrity and transparency.

History

Established in 2002.

Regent Wealth Management’s mission is to ethically and responsibly preserve, protect, and grow our clients assets to provide for a satisfying financial and personal life. We make it a top priority to educate our clients on their finances so that they can take charge of their financial lives and work together create a plan for future financial freedom.

Regent Financial & Insurance Services specializes in helping successful individuals achieve more.

Many end up investing and planning haphazardly instead of working through a comprehensive strategy that systematically addresses the concerns and dangers that face individuals, their families and their businesses. The thought of adding one more item to their task list is daunting, to say the least. By utilizing Regent Wealth Management’s systems and strategies, clients realize the benefit of creating a plan that aligns their vision with their investment philosophy.

Meet the Business Owner

Jared M. E.

Business Owner

Jared is a partner at Regent Wealth Management. Jared grew up in Morgan Hill, California and he currently calls Gilroy home. With a high-​tech background, including nearly a decade with various roles at Yahoo!, Jared has a thorough understanding of how to get results in today’s demanding and ever changing times. An avid hockey fan, you can find Jared at many San Jose Sharks home games and even playing amateur hockey in the area. His passion also shines through when racing cars and volunteering with local automotive clubs and motor sports organizations.

Jared maintains the Series 65 license as an Investment Adviser Representative, as well as being a licensed life and health agent. This has lead him to interviews with ABC, NBC, CBS and FOX affiliates. Jared has also co-​authored two best selling books on financial topics.