Bregman of Bregman & Co. joins Essex Financial as investment advisor representative

May 13, 2022 - Financial Digest
Owen Bregman

Essex, CT According to Essex Financial, Owen Bregman, CPA, has joined the firm as an investment advisor representative. He is the managing partner of Bregman & Company P.C. with offices in Stamford and Avon.

Bregman has over 40 years of experience in public accounting and over 20 years of experience as an investment advisor representative. His firm provides audit, tax, and business advisory services. He works with a diverse mix of small & medium size businesses, high income & high net worth individuals, as well as estates & trusts. Bregman received his B.B.A. degree from George Washington University in Washington, D.C.

He grew up in Stamford and lives with his family in Westport. He is active in charitable organizations in Fairfield County.

“Owen brings a vast amount of knowledge and experience in public accounting that will be a great benefit to the firm. He has built a world class accounting practice and we are so happy to have the opportunity to work with him and his clients,” stated Chuck Cumello, President and CEO of Essex Financial.

“I am very pleased to be affiliated with Essex Financial” said Bregman. “In my role as a fiduciary, my duty is to place clients’ interests first. Essex Financial is similarly committed to the fiduciary standard of delivering unbiased, comprehensive wealth planning.”

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