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    Jared Elson

    Retirement advisor helping professionals and business owners reduce taxes, keep more of their wealth, and retire with confidence.

    Jared Elson is the President / Owner of Regent Wealth Management, a financial advisory firm.1 He is a retirement advisor who specializes in helping professionals and business owners reduce taxes, preserve wealth, and retire confidently.14

    Elson's background includes:

    1. Education: He graduated from San Jose State University with a degree in Communication and Business.1

    2. Professional qualifications: He is a Series 65 licensed Investment Advisor Representative (IAR) and a licensed Life and Health Agent.12

    3. Previous experience: Elson worked at IBM in marketing, Yahoo! in team and product management, and in real estate lending before transitioning to financial planning.1

    4. Current role: As CEO of Authentikos Advisory (which appears to be related to or possibly a rebranding of Regent Wealth Management), Elson focuses on retirement planning, tax-efficient strategies, income building, and legacy concepts.13

    5. Industry contributions: Elson is a contributing author to books such as "Victory" and "The Seven Things Depleting Your Retirement Nest Egg." He has also appeared on various media outlets, including ABC, NBC, CBS, and FOX affiliates, as well as in "Inc. Magazine" and on the "Retirement Symphony" radio show.1

    Elson's approach emphasizes practical and personal financial strategies, with a focus on educating clients about their financial decisions.1

    Highlights

    Sep 16 · kiplinger.com
    Articles by Jared Elson, Investment Adviser | KIPLINGER

    Related Questions

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    What types of financial planning services does Regent Wealth Management offer?
    Jared Elson
    Jared Elson, photo 1
    Jared Elson, photo 2
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    Location

    San Francisco Bay Area