Authentikos Advisory
- Where
- 1295 East Dunne Ave, Suite 215, Morgan Hill , CA
- Call
- +1 8774574567
- Contact
- Web
- Authentikos Advisory Website
- Tags
- Investment Services, Insurance Agents, Insurance-Finance
- Hours
-
Mon-Fri (9am-5pm)
Sat-Sun (n/a)
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About
Authentikos Advisory, formerly Regent Wealth Management, has been helping people in the San Francisco Bay Area set and reach their financial goals for retirement since 2003. Our mission is to help our clients craft a future that they can have confidence in by providing advice to protect and grow their wealth.
We are a holistic, full-service firm with offices in Morgan Hill and Campbell and are proud to lend our expertise in financial planning, roadmapping retirement, investment advising, business transition and succession, estate planning, tax minimization strategies, and so much more. There is no 'one-size-fits-all' approach to retirement, so our goal is to always understand the unique goals and values of our clients and craft a plan that they can be proud of.We are proud to be among the best financial advisor San Jose has to offer and look forward to helping more and more members of our community find confidence in their retirement.
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