Breanna Reish

CFP®

An Exceptional Life Financial

Financial Advisor

I can work with clients anywhere!

Breanna Reish

CFP®

An Exceptional Life Financial

Financial Advisor

We're committed to providing the very best in financial planning for teachers and their families. - Breanna Reish, CFP®

Fee-Only Financial Planner serving teachers, administrators, & other K-12 education professionals.

Breanna Reish is a Riverside, CA fee-only financial planner. An Exceptional Life Financial provides comprehensive and objective financial planning to help teachers and their families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Breanna Reish is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Professional Background:

Breanna Reish, CFP® graduated with a Bachelor of Science in business administration with a concentration in Financial Planning from California State University, San Bernardino. While in school Breanna interned with a local independent planning firm in order to gain experience working with local families. After her internship, Breanna went on to work with a planning and tax preparation firm. There she gained a lot of tax knowledge that has, in turn, helped her clients with tax planning. Breanna sat for and passed the CFP® exam in 2015. She decided to gain more experience working locally where she could focus solely on perfecting her planning experience for clients. In 2017 Breanna decided it was time to pursue her dream of creating a comforting experience for women and planning for those that really want a great comprehensive experience.  

Personal Information:

Breanna was born and raised in sunny southern California. She is married to Zac, a landscape contractor, and has two crazy kids named Journey and Dayton. When Breanna is not working with clients she is driving her children to tennis, swim lessons, leading her daughter’s girl scout troop, or helping with her husband’s off-road races. As a family they love to camp, take weekend trips to Mexico and consume as many street tacos as humanly possible.

Breanna believes in and tries to help others live the best life possible. This means finding balance, letting go of what can not be changed, believing in oneself, having a positive attitude and spending time with and on the things that truly matter.

Breanna Reish is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Do you ever feel like you're not accomplishing everything you could be when it comes your finances?

Despite what you may hear out there, teachers' finances are unique and that brings a complexity that can be difficult to address without time and expertise to handle it. Between the time it takes to do everything you do to be a great teacher, the time you devote to your family, and hopefully, some time to simply enjoy life, there's usually not much left to focus on your finances. 

Wouldn't it be great if there was an affordable, teacher-focused expert you could trust to help you with everything from the mundane, like budgeting & insurance, to the complex, like retirement planning, your pension, & investments? 

If you answered yes, we're glad you're here... because you've found exactly that. We're here to help you get on the right financial path and stay there, so you can effectively manage, grow, and protect your finances, while still feeling like you have the time to enjoy life. Whether you're a brand new teacher or a veteran with 30+ year of experience, we can help you:

  • Spend, save, and invest wisely
  • Tackle debt
  • Protect your loved ones
  • Plan for a successful retirement
  • And much more...

Schedule an introductory session with us today. It's complimentary, no-obligation and in 45 minutes we'll answer your questions and teach you how we can help you take control of your finances!

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Breanna Reish

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Office Locations:

  • 7121 Magnolia Ave.
    Riverside, CA 92504

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