Rebecca ReimnitzCRD Number: 7128682
Current Firm: Waypoint Wealth Partners
Rebecca Reimnitz (CRD# 7128682) is an Investment Advisor Representative working at Waypoint Wealth Partners in Mill Valley, CA and has over 3 years of experience in the finance industry. Rebecca Reimnitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Monetary Management Corporation
Perigon Wealth Management, LLC
Global Retirement Partners LLC
|Waypoint Wealth Partners||San Francisco, CA||Mar 2021 - Current||2|
|Lfs Asset Management||Burlingame, CA||Mar 2019 - Feb 2021||1|
|Unemployed||San Francisco, CA||Mar 2018 - Mar 2019||1|
|Blackrock||San Francisco, CA||Sep 2016 - Mar 2018||1|
|City National Bank||San Francisco, CA||Jul 2015 - Sep 2016||1|
|St. John Fisher College||Rochester, NY||Sep 2013 - May 2015||1|
|First American Equipment Finance||Rochester, NY||Dec 2013 - Dec 2014||1|
|Monroe Community College||Rochester, NY||Sep 2011 - Sep 2013||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2019|
Total Assets Under Management896MILLIONS
Total Number of Accounts756ACCOUNTS
Average Account Value$1,185,670
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, TX, WA
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