Tag: California retirement planning

Financial Expert Jeff Mitchell Featured in the Wall Street Journal

Jeff Mitchell, retirement planning expert was recently featured in the Wall Street Journal in recognition of his latest best-selling book. Granite Bay, CA – November 21, 2013 – Jeff Mitchell, Founder of Monolith Financial Group, was recently featured in the Wall Street Journal with other leading financial authors from around the nation. The piece that […]

Written by on November 21, 2013

Driven By The Unique Dynamic Between Partners Donald B. Bergis and Jared M. Elson, Regent Wealth Management Has Enjoyed 50 Percent Growth (And Diverse And Expanding Clientele) Since 2008

Morgan Hill, CA – November 5, 2013 – Long before they were partners in Regent Wealth Management – one of the fastest growing premier retirement planning firms in the Silicon Valley – Donald B. Bergis was a sales executive and Jared M. Elson was a “surfer.” Don served in several high level capacities for several […]

Written by on November 5, 2013

Financial Expert Jeff Mitchell Featured In The Wall Street Journal

Jeff Mitchell, retirement planning expert, was recently featured in The Wall Street Journal as well as Newsweek, USA Today and other major online media outlets, including CNBC, MarketWatch, Yahoo!Finance and many others. Granite Bay, CA – August 15, 2013 – A feature story about Jeff Mitchell, Founder of Monolith Financial Group, was recently seen in […]

Written by on August 15, 2013

Financial Expert Jeff Mitchell Featured On MarketWatch

Jeff Mitchell, retirement planning expert, was recently featured in MarketWatch as well as Newsweek and other major online media outlets, including CNBC, Reuters, Yahoo!Finance and many others. Granite Bay, CA – August 8, 2013 – A feature story about Jeff Mitchell, Founder of Monolith Financial Group, was recently seen on MarketWatch as well as the […]

Written by on August 8, 2013

Wealth Management Specialists Don B. Bergis and Jared M. Elson Hits Amazon Best Seller List With “Victory!”

Jared M. Elson and Don B. Bergis, retirement and financial advisors, recently hit four separate Amazon.com best-seller lists with the new book “Victory!” Morgan Hill, Calif. – July 29, 2013 – Don B. Bergis and Jared M. Elson, of Regent Wealth Management, recently joined America’s leading consumer advocates and best-selling author and speaker, Tom Hopkins, […]

Written by on July 29, 2013

Financial Expert Jeff Mitchell Featured On Yahoo!Finance

Jeff Mitchell, retirement planning expert, was recently featured in Yahoo!Finance as well as Newsweek and other major online media outlets, including CNBC, Reuters, MarketWatch and many others. Granite Bay, CA – July 25, 2013 – A feature story about Jeff Mitchell, Founder of Monolith Financial Group, was recently seen on Yahoo!Finance as well as the […]

Written by on July 25, 2013

Financial Expert Jeff Mitchell Featured On CNBC.com

Jeff Mitchell, retirement planning expert, was recently featured in CNBC.com as well as Newsweek and other major online media outlets, including Yahoo!Finance, Reuters, MarketWatch and many others. Granite Bay, CA – July 15, 2013 – A feature story about Jeff Mitchell, Founder of Monolith Financial Group, was recently seen on CNBC.com as well as the […]

Written by on July 15, 2013

Financial Expert Jeff Mitchell Hits Amazon Best Seller List With “Victory!”

Jeff Mitchell, retirement planning expert, recently hit four separate Amazon.com best-seller lists with the new book “Victory!” Granite Bay, CA – July 11, 2013 – Jeff Mitchell, Founder of Monolith Financial Group, recently joined America’s leading consumer advocates and best-selling author and speaker, Tom Hopkins, to co-write the book, Victory!: The World’s Leading Experts Reveal […]

Written by on July 11, 2013