Hans Reese, CFP®
New Stage Investment Group®

Tel: (650) 458-0312
1900 S Norfolk St, Ste 350
San Mateo, CA 94403
New Stage Investment Group® | Financial Advisor in San Mateo ,CA

About New Stage Investment Group®

    17 Years of Experience


  • CRD# 4334724
  • Insurance License# CA 0D31581
  • Series: 7, 66
Connect With an Expert Financial Advisor and Get Answers

We are an independent fee-based investment management and financial planning firm that seeks to work with good people. Our financial advice and guidance is built upon a personal financial plan. Our investment management seeks to use lower cost, tax efficient investments when creating, investing and monitoring a personally tailored investment portfolio.


General Information

Firm Start Year:   2001
Insurance License#:   CA 0D31581
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
States Licensed in:   CA, HI, FL, IL
Number of Years with Current Firm:   12
Work Experience:   Started in 2001 with Merrill Lynch, before working with Morgan Stanley and finally joining LPL Financial in 2006.
I work with the following types of clients:   Individual Investors , Businesses


Services

Investment Types:   Bonds , Stocks , Annuities , Alternative Investments , Mutual Funds , Exchange Traded Funds (ETFs) , Insurance , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office , Via email , Via phone , At my office , At your home , Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Life , Variable Life , Long Term Care , Variable Annuity
Financial Organization Memberships:   Paladin Registry


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Commissions , Hourly , Based on Assets , Flat Fee


Education

Bachelor of Science in Business Administration - Business Administration  University of Colorado
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Faqs

  • What services do you provide? What are your specialties? Financial planning, independent investment management, long term care, life insurance, wealth management, employer retirement plans. We specialize in helping clients prepare for and retire including social security optimization, income planning and wealth management.
  • What is your experience? How many clients do you currently manage? I have been working as a personal financial advisor since 2001; helping individuals and business owners.
  • What financial institution(s) do you represent? As an independent firm therefore we do not offer "in-house" products. Through us, clients are able to access multiple leading investment and insurance firms while avoiding conflicts of interest such as product quotas or sales contests.
  • How do you charge for your services? Fee Based Investment Management; Flat Fee Financial Planning; Hourly Financial Advice.
  • Do you provide a free initial consultation? Yes, all initial consultations are free with no obligation.
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Disclosures

The LPL Financial Registered Representatives associated with this listing may only discuss and/or transact securities business with residents of the following states: CA, FL, IL and HI


Disclaimer

Hans Reese is a financial advisor with and Securities and advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.

Hans Reese, CFP®

Hans Reese, CFP®

CERTIFIED FINANCIAL PLANNER™ Certificant, CRPC®, AAMS®


Hans Reese is a CERTIFIED FINANCIAL PLANNER(tm) professional since 2007 and owner of New Stage Investment Group® With over 18 years of industry experience, Hans started his career with Merrill Lynch, before moving to Morgan Stanley and then joined with LPL Financial in 2006.

Hans' focus is personal financial planning with a special emphasis on retirement, tax aware investing and the use of lower cost investments. Hans' professional background includes experience in hospitality, international logistics and internet startups. This background provides a rich combination of business experience, international perspective and personal service.

Hans was raised in Honolulu, Hawaii and graduated from Punahou. Hans then attended the University of Colorado, Leeds School of Business with a degree in International Business, Finance and a minor in German Language. Hans and his family have close ties to both the Bay Area and Hawaii.

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My Services


Financial Advice & Consulting

There is no shortage of information or opinions about personal finance advice. Trouble is much of it is generic or given as "one-size-fits-all". Our work is designed to make financial advice highly personalize and delivered regularly over many years.


Financial Planning for Individuals

Financial planning can be both broad and specific. Financial Planning can also be done once or over a course of several years. Therefore we offer both flat fee and hourly so you can choose what makes the most sense for you, your needs and your goals.


Financial Planning for Businesses

Working with small business owners has its own unique challenges. We are able to bring resources from multiple leading firms to address many topics that are often left unaddressed or forgotten.


Communities Served

Alameda Albany
Alviso Atherton
Berkeley Brisbane
Castro Valley Cupertino
Daly City Dublin
Emeryville Fremont
Half Moon Bay Hayward
La Honda Loma Mar
Los Altos Menlo Park
Millbrae Montara
Moraga Moss Beach
Mountain View Newark
Oakland Orinda
Pacifica Palo Alto
Pescadero Portola Valley
Redwood City San Bruno
San Francisco San Gregorio
San Jose San Leandro
San Lorenzo San Ramon
Santa Clara Sausalito
South San Francisco Stanford
Sunnyvale Sunol
Union City San Carlos

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:30 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:30 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:30 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:30 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:30 PM

Social Networks


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