Hans Reese leads New Stage Investment Group® as a seasoned CERTIFIED FINANCIAL PLANNER™ professional since 2007. With a career spanning over two decades, Hans worked with top wealth management teams at Merrill Lynch and Morgan Stanley before carving a niche in personal financial planning and a fiduciary focused investment process with New Stage Investment Group®. His strategic focus encompasses crafting tailored solutions for retirement, tax-aware investing, and optimizing cost-effective investments.
Beyond the numbers, what sets Hans apart is a diverse professional experience in hospitality, international logistics, and internet startups. This unique blend provides clients with not just financial guidance, but a global perspective and personalized service standards that transcends conventional approaches. Born and raised in Honolulu, Hawaii, and a Punahou alum, Hans pursued his interest in business and finance earning a degree from the University of Colorado, Leeds School of Business.
If you're seeking financial advice that goes beyond the numbers and prioritizes your unique goals, consider scheduling an appointment with Hans. His commitment to personalized service, coupled with an experienced understanding of the unique challenges faced by Bay Area investors, Hans can help you build a more successful and secure financial future.
Bachelor of Science in Business Administration - Business Administration
University of Colorado
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Hans Reese is a financial advisor with and Securities and advisory services offered through LPL Financial, A registered Investment Advisor, Member FINRA/SIPC.