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Financial Planner | Financial Advisor | La Verne, CA |San Dimas, CA|Glendora, CA| Claremont, CA | West Covina, CA| Covina, CA| Brea, CA| Pomona, CA | Upland, CA Reh Wealth Advisors

Stephen Reh CFA® MBA CFP®

Stephen Reh MBA CFA® CFP®I love helping people reach their financial and investment goals. Call me today at 909-518-2134 to setup a free no obligation 1 hour consultation.

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Financial Advisor For Corporate Executives

Financial Advisor For Corporate Executives

Are you a busy executive?  Too many meetings, not enough time?

Are your personal finances going to the back burner?

First and foremost, our corporate executives want timely, productive meetings to prioritize what’s important in your financial life.  We can meet in-person or via skype to save time in your busy schedule.

We help ensure your important personal financial matters are taken care of so you don’t have to work forever.

Corporate Executives often need help with the following issues:

  • Complex Employee Benefits Packages – It’s not uncommon for corporate executive to have several different retirement and other employee benefit programs available to them. We help advise executives on how to best utilize the benefits available to them
  • Company Stock Exposure – Executive may have a large amount of their net worth tied up in company stock, stock options, and restricted stock.
  • Retirement Benefits Packages – Many times executive will have large portions of their net worth in employer retirement programs such as 401k’s and profit sharing plans. We help provide investment advice and optimize their plans.
  • Tax Planning – Many executives will find they have low basis employer stock that we can help formulate a plan to tax efficiently manage their entire financial picture.
  • Stock Option Planning – Have a mixture of ISO stock options and non-qualified stock options?  Looking for an effective implementation plan, I can help optimize the timing of your stock options.
  • Saving Time – Perhaps the greatest value we provide our executives is timely analysis and advice that enables them to quickly make decisions and save valuable time.

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    Our Most Recent Financial Articles

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    THE SBA HAS RELEASED THE FOLLOWING UPDATES (PLEASE NOTE ALL THAT FOLLOWS IS FROM THE SBA). On March 29, 2020, following the passage of the CARES Act, the SBA provided small business owners and non-profits impacted by COVID-19 with the opportunity to obtain up to a $10,000 Advance on their Economic Injury Disaster Loan (EIDL). […]

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    There are two programs for small business owners, the EIDL loan/grant and the PPP (payment protection plan) loan. Both offer assistance for small businesses. Information is coming out rapidly and the details do seem to be changing slightly as it comes out. EIDL – Economic Injury Disaster Loan This loan is taken out directly from […]

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    Congress has passed the Cares Act. (link below to full text) https://www.congress.gov/bill/116th-congress/senate-bill/3548/text   There are many items that could affect you and I will be crafting a longer analysis of items that may impact you and those you know.  Here are some highlights: 1) Individuals making under $75k AGI in 2019 will received $1,200 payment, […]

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    Invest With Steve!

    Stephen Reh CFA® MBA CFP®
    Reh Wealth Advisors LLC
    466 W Arrow Hwy Unit K
    San Dimas, CA 91773
    Mobile:909.518.2134
    Office:909.962.8023
    steve@investwithsteve.com


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    Reh Wealth Advisors LLC is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Reh Wealth Advisors LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Reh Wealth Advisors LLC unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.


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