Meet Marc Bregman

Marc A. Bregman, LUTCF

CEO and Financial Adviser

Marc is dedicated to putting his client’s needs first. He and his team will work diligently to help you understand all your options and will be with you every step of the way. Bregman Financial & Insurance Services, Inc., offers to businesses and individuals, Health, Life, Disability, and other types of Insurance, complete Risk Management through all Major Types of Investment Products, and Personal Financial Planning.

The company was founded in 1969 by Peter M. Bregman. His guiding principle was to put the client first and find solutions to their individual needs. The company has continued to focus on this principle serving its original clients and their children and grandchildren.

Marc Bregman is a veteran of the United States Army. He entered the insurance industry in 1997 and received a Bachelor of Science degree in Business Administration from the University of the Pacific in 1999. Also in 1999, Marc completed the requirements for his series 65, 63, and 7 securities licenses.

Marc has held active roles in NAIFA, the National Association of Insurance and Financial Advisors. Marc has served as President of the local Stockton chapter, also on the State Board of Trustees and on the National level as Young Advisors Chairman.

Marc is a member of his local Rotary Club and has served as a Board Member and Past CFO for the Lodi Police Foundation and Lodi Area Crime Stoppers. He has also served on the Board and Past Board Chair of the Boys & Girls Club, GOT Kids Foundation, and as the Finance Chair Lodi Memorial Hospital Foundation.

In April 2020, Bregman Financial expanded it’s operations to Phoenix, Arizona.  He resides in both Scottsdale, Arizona and Lodi, California with his wife and six children. His passion is his family, being active in his Crossfit Community, Charitable Events & outdoor activities such as Jeeping, camping and Flying.

Registered Representative & Investment Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License Number – 0C11471.

Check the background of this investment professional on FINRA’s BrokerCheck.