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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

Financial guidance for each stage of your life.


About Hans Reese

Hans Reese is a CERTIFIED FINANCIAL PLANNER(tm) professional since 2007 and owner of New Stage Investment Group® With over 20 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.


About New Stage Investment Group®

We are an independent, fee-based investment management firm. Our planning advice is ongoing for each stage of your life. Our investment management is a professional process that seeks to use lower cost, tax efficient investments when creating, investing and monitoring a tailored investment portfolio. Put the two together and your result is a simplified pursuit of financial success. Improve your planning. Invest professionally. Save time. Worry less. Hans Reese is a financial advisor with, and securities and advisory services, offered through LPL Financial, a registered investment advisor, Member FINRA www.finra.org, SIPC www.sipc.org.

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General Information

Firm Start Year:   2013
No.of Employees:   1
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
Number of Years with Current Firm:   13
Work Experience:   Started in 2001 with Merrill Lynch, before working with Morgan Stanley and finally joining LPL Financial in 2006.
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Retirement Planning, Education Funding and Planning, Insurance Planning, Tax Advice and Services, Financial Planning for Businesses, Portfolio Management

Services

Investment Types:   Insurance, Annuities, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Video Conference, Via Email, Via Phone, Your Home, Our Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Long Term Care, Variable Annuity, Variable Life, Annuity

Compensation and Fees

Fee Structure:   Fee Only
Compensation Methods:   Based on Assets, Flat Fee, Hourly

Education

Bachelor of Science in Business Administration - Business Administration  University of Colorado
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Financial Services

Tax Advice and Services

We will ask to work with a clients personal tax professional to help plan and develop a broad based, more personal tax management plan.

Education Funding and Planning

Planning and investing for a child's college education is not one size fits all. Supporting a family's higher education goals very often means weighing both financial needs and means.

Risk Management

Risk management can mean different things to different people. Determining what risks you face in your financial life is part of our plan based approach. We work to help you understand what risks you actually face and what you can consider to help manage those risks

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.

Retirement Planning

Transitioning from working full time to no longer working in retirement is a huge step. Properly assessing and managing the process is incredibly important as very few get a chance at a "do over". We specialize in just this kind of service.

Insurance Planning

Discussing and understanding how to better protect you and your family from the unexpected is not usually a fun topic. Our plan based approach seeks to help determine what may and what may not make sense for you when thinking about insurance.

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.

Portfolio Management

We seek a to deliver a professionally screened, built and implemented investment portfolio. Regular monitoring, evaluation and review of portfolio investments, return and risk are conducted through regular reviews with our clients.


Faqs

What services do you provide? What are your specialties?

Independent and professional investment management, personal financial planning, long term care, life insurance & employer retirement plans. Our plan based approach means we do more than just investments. Our service is designed to be ongoing, personal and support multiple areas impacting your pursuit of financial success.

What is your experience? How many clients do you currently manage?

Working as a personal financial advisor since 2001, I have been helping individuals better pursue their financial goals as well as supporting business owners provide retirement benefits for their employees.

What financial institution(s) do you represent?

As an independent firm we do not offer "in-house" products. Instead, through us, our clients are able to access multiple leading investment and insurance firms. The professionals at New Stage Investment Group® are affiliated with LPL Financial to help bring you the resources you should expect from your financial firm.

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Disclaimer

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

Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


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

Communities Served

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

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