Regency Wealth Management

Bryan D. Kabot CFP®, AAMS®, Partner and Chief Operating Officer

Bryan joined Regency Wealth Management in 2013. He started in the financial services industry in 2003 with Morgan Stanley in Newport Beach, California, and transitioned to A.G. Edwards (which later became Wells Fargo Advisors) in 2005 in Short Hills. As a Finan­cial Advisor he has worked with a broad range of clients including many multi-generational estates and the Savings Bank of Hafnarfjordur in Iceland. Prior to his financial career, Bryan worked in the defense litigation and estate planning arena.

He earned a B.A. from the University of Michigan in 2001, the AAMS® (Accredited Asset Management Specialist) designation from the College for Financial Planning in 2005, and became a CERTIFIED FINANCIAL PLANNER™ Professional in 2015.  He is a member of the Greater New Jersey Estate Planning Council (GNJEPC).  He was awarded the 2021 Five Star Wealth Manager award.

He has served on various boards and helped with local organizations including the University of Michigan Alumni Association, Habitat for Humanity, and Young Life.  Currently, Bryan is active in his church community at Grace Church in Ridgewood, serving as an Elder and the Financial Chair. He also serves on the Board of the Bergen County Chapter of the New Canaan Society and the Eastern Christian Endowment Committee.  Bryan and his family have been committed to the develop­ment of family and youth in the area. They support multiple organizations who encourage youth to be leaders, serving our community and beyond.

Bryan is an active road biker, runner, and classical pianist. He enjoys spending time with family, wife and three children, and friends in New Jersey and the greater area.  He frequently spends time with extended family in Pennsylvania, Michi­gan, and Maryland.

2022 Five Star Wealth Manager

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