• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Invest with Steve!

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®

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.

NAPFA-Registered Financial Advisor
  • Home
  • Ideal Clients
    • Financial Advisor For Business Owners
    • Financial Advisor For Corporate Executives
    • Financial Advisor For Families
  • Services
    • Investment Management
    • Retirement Planning and Cash Flow Analysis
    • Net Worth Planning and Analysis
    • Estate and Gift Planning
    • Property and Casualty Insurance Review
    • Education Planning
    • Tax Planning
  • Our Articles / Blog
  • About Steve! Your Fee Only Financial Advisor
    • Reh Wealth Advisors LLC Privacy Policy
  • Online Account Access
  • Contact Us

About Steve! Your Fee Only Financial Advisor

About Steve! Your Fee Only Financial Advisor

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.

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.

Fee Only Approach

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.

Steve and His Family

My better half is my wonderful wife SeAnna and we are blessed with 5 children, Savannah, Ellabelle, Rocco, Dash, and Lexi.  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.

Primary Sidebar

Our Articles

  • About Us
  • Articles
    • College Savings
      • 529 Plans
    • Estate Planning
    • Financial Planning
    • Investments
      • IRA Rollovers
      • Market – Economic Analysis
    • Investor Protection
    • Mortgage
    • Property and Casualty Insurance
    • Retirement Plans – 401ks
    • Tax Planning
    • Uncategorized

    Contact Steve For Your Free, No Obligation, 1 hour Meeting.

    Your Name (required)

    Your Email (required)

    Subject

    Your Message

    Our Most Recent Financial Articles

    2022 May Stock Market Drop

    The S&P500 has not hit the “20%” mark for a market correction but we have hit 14% drop since our last market high for the year. I wanted to provide you some analysis and commentary but ultimately we will want to remain patient and not attempt to time the stock market. Early in the Year […]

    SBA EIDL Updates

    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). […]

    Small Business Help – EIDL and PPP

    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 […]

    View Stephen Reh,CFA® MBA CFP®'s profile on LinkedIn

    Footer

    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


    Connect with us!

    • Email
    • Facebook
    • Google+
    • LinkedIn
    • Twitter


    Our FInancial Articles/Blog

    Financial Links

    Contact Us
    • Home
    • Ideal Clients
    • Services
    • Our Articles / Blog
    • About Steve! Your Fee Only Financial Advisor
    • Online Account Access
    • Contact Us

    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.


    Anyone with facing challenges with accessibility of this website, please call us at 909-962-8023 or email us at steve@investwithsteve.com and we will provide accommodations for our services to you. We have a tool bar to increase contrast and to change text size. We have attempted to make our site as accessible as possible.