Regency Wealth Management

Bryan D. Kabot CFP ®, AAMS ®, Financial Advisor

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 legal field with defense litigation and estate planning attorneys. 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 has served on various boards and helped with local organizations including the University of Michigan Alumni Association, Habitat for Humanity, and Young Life. Currently, he is active in his church community at Grace Church in Ridgewood, serving as an Elder and helping with several programs inside the church. He also serves on the Board of the Bergen County Chapter of the New Canaan Society. 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 in Pennsylvania, Michigan, and North Carolina.

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