Meet Hans

Do you know what a good advisor does for their clients?

Hans M Reese, Founder | Owner

Hans M Reese, Founder | Owner

Hi, I'm Hans. I started this company to help investors who want one-on-one financial advice, but are disappointed by limited contact, indifferent service and results that are out of line with their goals.

Add confusing statements, a busy schedule and this lack of attention puts many investors at a needless disadvantage. 

What happens if nothing is done? Missed opportunities. Poor results. Delayed goals. Even foolish or rash financial decisions. All made frustratingly worse by an inability to start over. 

We work to help solve these problems.

Client Centered

Am I qualified to help you?

Over 22 years of experience working with individual investors.

Veteran of two booms, two busts and two recoveries. 

Experience and trained with elite wealth management teams; Merrill Lynch and Morgan Stanley 2001 to 2006.

Earned and maintain CERTIFIED FINANCIAL PLANNER™ ; since 2007.

Credentialed as a Chartered Retirement Planning Counselor℠ and the Accredited Asset Management Specialist℠.

Accustomed to leveraging leading wealth management strategies & resources for our clients. 

[ Download Hans Bio ]

Client Centered

And what about me personally? 

I was raised in Hawaii and graduated from the University of Colorado, Leeds School of Business with a degree in International Business, Finance and a minor in German Language.

I bring a broad professional background in international logistics, domestic transportation and web startups. Meaning I know what it is to work, save to a 401(k), start a family and make financial decisions all before being a financial advisor and planner.

I am married with two sons and dachshund named Xena. As a family we enjoy travel. With family ties to Hawaii, we often visit Hawaii over the summer and during the winter we enjoy the snow and skiing in Lake Tahoe. 

Or just call me at 650-458-0312

Have a question? Send me a note. 

Thank you!

For more information about our wealth management process or the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (650) 458-0312

My Designations

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

CHARTERED RETIREMENT PLANNING COUNSELORSM and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

ACCREDITED ASSET MANAGEMENT SPECIALISTSM and AAMS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.


Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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