Stephen Reh
CFA®, MBA, CFP®
Reh Wealth Advisors LLC
Managing Owner / Financial Advisor
Stephen Reh
CFA®, MBA, CFP®
Reh Wealth Advisors LLC
Managing Owner / Financial Advisor
I love helping people reach their financial and investment goals. Call me today at 909-518-2134 - Stephen Reh, CFA®, MBA, CFP®
Fee-Only financial planner located in La Verne, CA, San Dimas, CA, Claremont, CA and Glendora, CA serving clients locally and across the country
Stephen Reh is a La Verne, CA fee-only financial planner. Reh Wealth Advisors LLC provides investment management, retirement planning, and education planning to help corporate executives, business owners, and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Stephen Reh is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Stephen Reh, a financial advisor and founder of Reh Wealth Advisors, has been involved in financial planning, investing and management since 2003. Throughout his career, he recognized a need for consistent, objective, quality financial advice backed by strong customer service. In 2010, Steve founded Reh Wealth Advisors in order to provide fee-only objective advice.
Stephen is a Certified Financial Planner (CFP®), Chartered Financial Analyst® (CFA® Charterholder) and has his MBA from UC Irvine. His education and work experience have been in financial planning and asset management for business owners, corporate executives, and families.
Steve and His Family
My better half is my wonderful wife SeAnna and we are blessed with 4 children, Savannah, Ellabelle, Rocco and Dash. We returned to La Verne to live and raise our family. Our kids love swimming, camping, and boating as a family.
More Fun Facts About Steve
Early Life
Born and raised in La Verne, CA.
Attended Holy Name of Mary in San Dimas, CA kindergarten through 8th grade.
Graduated Damien High School in 1997 and was named Scholar Athlete of the Year.
College
Received the Merit Based President’s Scholars scholarship to Attend Cal State University Fullerton.
Graduated Summa Cum Laude from Cal State University Fullerton with a 3.93 GPA.
Captain of Cal State Fullerton’s Division 1 Track Program
Cal State Fullerton’s Former School Record Holder and All Conference in the Decathlon.
Received Numerous awards at Cal State Fullerton including:
University Service Award – Award given to a graduating senior for exceptional involvement and leadership
Financial Executives International Award – Top undergraduate finance major in Orange County, CA
NCAA Post Graduate Scholarship Award – National award given to a select number of NCAA athletes who excel in academics and athletics and are pursuing a graduate level degree.
Graduate School
Graduated UC Irvine’s Master’s in Business Program (MBA), 3.93 GPA.
Awarded a Dean’s Scholar Award (Top 12% of the graduating class) and Beta Gamma Sigma Award at UC Irvine.
Current Hobbies
My most recent passion has been playing golf. I am new to the game but the challenge of learning a new sport has been rewarding. We recently joined South Hills Country Club and my daughters compete for the swim and dive program there.
I have also become a simulation golf enthusiast on simulation.onlinegolftour.net playing Perfect Golf. Its a great compliment to playing golf on the course.
Stephen Reh 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.
Reh Wealth Advisors LLC and www.investwithsteve.com was founded with the sole purpose of helping clients and in particular business owners, corporate executives, and families meet their financial planning goals. Whether our clients are planning for retirement, estate planning, or college for their children and grandchildren– we work with them to develop a sound plan that not only meets their needs, but also provides peace of mind.
Reh Wealth Advisors is a fee-only firm. This means that our source of compensation comes from predetermined contractual fees paid by our clients. We do not accept any other form of payment, commission or compensation from third parties as a result of the work we perform. Our clients know our advice will remain objective and their interests will always come first.
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
-
Stephen Reh is a NAPFA-Registered Financial AdvisorThe 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.
-
Stephen Reh is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
-
Stephen Reh is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Stephen Reh is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
-
Stephen Reh is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
-
Stephen Reh is a Contributing Author on RetireWire's Blog
-
Stephen Reh is Quoted on WTOP News: "5 Common Questions About Spending 529 College Savings Funds"
-
Stephen Reh Writes for FiGuide: "Stock Market Paths, Pull Backs, Poor Memory, and what’s Normal?"
-
Stephen Reh is a Supporter of the NAPFA Consumer Education Foundation (NCEF)
-
Stephen Reh is Quoted in Financial Planning Magazine: "RIA Consulting Firm Finds Untapped Growth in Compliance Field"
-
Stephen Reh is a Guest Author for Thinking Beyond Numbers: "Liability Insurance – An Integral Part of your Retirement Plan"
-
Stephen Reh was a Guest Author on Wealth Engineering's Blog: "5 COMMON 401K PROBLEMS INVESTORS MAKE"
-
Stephen Reh is a Guest Author for Phillip James Financial's Blog: "Is the Stock Market Overvalued? Take a look at CAPE to find out."
-
Stephen Reh Contributed to Warren Edward Associates Blog: "Simple Financial Advice by Visiting the Richest Man in Babylon by George S. Clason"
Contact Stephen Reh
Office Locations:
-
6776 Colina De Oro
La Verne, CA 91750
