About Us

Who We Are

We are a Bay Area wealth management firm offering personalized financial services to help you prepare for and thrive in your retirement. Since 2003, we have helped hundreds of people grow and protect their wealth while navigating the twists and turns of retirement planning. We believe that retirement planning is for everyone, not just the wealthy. No matter the background of our clients, we support them in achieving their personal and financial goals.

Focusing on retirement planning, our Arbor Method™ sets us apart from other firms. Our holistic approach includes investment strategy and asset management, tax minimization services, health insurance & Medicare guidance, and legacy & estate planning. It is with curiosity and genuine care that we are able to support our clients needs; both known and unknown.
Our Team

Working for you

Headshot of Authentikos CEO, Jared Elson

Jared Elson
CEO & Authentikos Advisor

Headshot of Authentikos COO, Brie Mason

Brie Mason
COO & Authentikos Advisor

Headshot of Authentikos Advisor, James Bergis

James Bergis CRPC™
Authentikos Advisor

A picture of Authentikos Advisor and Founder Don Bergis

Don Bergis
Founder & Advisor

Headshot of Authentikos Director of Operations, Lynda Varada

Lynda Varada
Director of Operations

Headshot of Authentikos Director of Marketing, Shane Winter

Shane Winter
Director of marketing

Headshot of Authentikos Analyst, Freddie Zavala

Freddie Zavala

Headshot of Authentikos Office Manager, Alyssa Avila

Alyssa Avila
Office Manager

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Headshot of Authentikos Tax Minimization Specialist and CFP, Jason Kurchner

Jason Kurchner - CFP & Tax Minimization Specialist