Regency Wealth Management

Certified Financial Planner!

Regency Wealth Management is pleased to announce that Bryan D. Kabot has satisfied all of the requirements for the CFP® Board of Standards to be registered as a CERTIFIED FINANCIAL PLANNER ™ Professional.  Congratulations Bryan!


Regency Wealth Management is a SEC Registered Investment Advisor managing over $500 million for families and small institutional investors. Regency was founded in 2004, is headquartered in New Jersey, and serves clients across the country.

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