• 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®

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.

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

Reh Wealth Advisors LLC Privacy Policy

Investment advisors, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. Investment advisors have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.

TYPES OF NONPUBLIC PERSONAL INFORMATION WE COLLECT

 

We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization.

PARTIES TO WHOM WE DISCLOSE INFORMATION

 

For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.

PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND

FORMER CLIENT’S INFORMATION

 

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.

www.investwithsteve.com Website Specific Privacy – I currently use Google Analytics to see the traffic on the website.   Google analytics, a 3rd party tracking system, works by using a cookie that tracks anonymous web traffic (it does not tell me who visits my website but does provide some additional information such as where the traffic came from, if it the website is viewed from a cell phone or desktop, etc).

Primary Sidebar

Subscribe to our Articles

Our Articles

  • 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

    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 […]

    Cares Act

    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, […]

    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.