Rebecca
Reimnitz
Waypoint Wealth Partners
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About this Advisor
Rebecca Reimnitz is a financial advisor based in Mill Valley, California, working with Waypoint Wealth Partners. Rebecca has previously held positions at Lfs Asset Management, Blackrock, City National Bank, First American Equipment Finance, St. John Fisher College, and Waypoint Wealth Partners. Rebecca has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Rebecca is part of Waypoint Wealth Partners, which operates out of Mill Valley, California. The firm has 13 employees and manages assets totaling $935.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Waypoint Wealth Partners includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Waypoint Wealth Partners Brokerage Details
$935,766,012
13
887
$1,054,979
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Rebecca Reimnitz Work History
Waypoint Wealth Partners
Lfs Asset Management
Blackrock
City National Bank
First American Equipment Finance
St. John Fisher College
Disclosures
Please visit the SEC profile of Rebecca Reimnitz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Waypoint Wealth Partners
Mill Valley, CA
Mill Valley, CA
Mill Valley, CA
Mill Valley, CA
Mill Valley, CA
Mill Valley, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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