Rebecca Reimnitz, financial advisor Mill Valley CA

Rebecca Reimnitz

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Rebecca R. Reimnitz
Phone Number: 877-768-4802
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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