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.
We stand as an independent, fee-based investment services firm committed to guiding you through the stages of your life with continuous planning advice. Our professional investment management process is designed to leverage lower-cost, tax-efficient investments, ensuring the creation, investment, and monitoring of a personalized portfolio. The synergy of these elements culminates in a streamlined path towards greater financial success. Elevate your planning, invest with professional experience, save valuable time, and enjoy financial journey with less worry and better result.
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.
General Information |
| Firm Start Year: | 2013 | |
| No. of Employees: | 1 | |
| Insurance License#: | 0D31581 |
| Name of Broker/Dealer: | LPL Financial |
| Name of Custodial Firm: | LPL Financial |
| States Licensed in: | CA, FL, HI, NV |
| 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. Additionally, Hans earned Chartered Retirement Planning Counselor™ in 2003 and Accredited Asset Management Specialist™ in 2005 from the College of Financial Planning. Then in 2007 earned the well regarded CERTIFIEID FINANCIAL PLANNER™ |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Retirement Planning, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management, Portfolio Management |
Services |
| Investment Types: | Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Insurance, Mutual Funds, Bonds, Stocks, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Phone, Email, Your Home, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Life, Variable Annuity, Long Term Care, Variable Life |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets, Hourly, Flat Fee |
Education |
| Bachelor of Science in Business Administration - Business Administration | University of Colorado
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Financial Services |
| Tax Advice and Services
When it comes your income and taxes, there's a common saying: "It's not what you make, it's what you keep." To help you keep more of what you make, we find the best path is a collaborative effort. Working together with your tax professional, we can help improve your taxes from backward looking reporting to forward thinking tax management. |
| Risk Management
We could talk about sophisticated strategies but sometimes simpler is better. Picture risk management as checking the weather forecast before planning a picnic. Our approach is like looking ahead to see potential challenges in your financial journey. We're here to help you understand the 'weather' of risks you might face, and together, we'll plan ways to make sure your financial 'picnic' stays enjoyable, rain or shine. |
| Financial Planning for Individuals
Financial planning is best done as a comprehensive plan with ongoing updates spanning years. However, there are instances where you might simply need a checkup or someone to review your existing plan. That's where we come in. We provide assistance through either a flat-fee comprehensive financial planning service or an ad hoc, hourly consulting service. This flexible approach is tailored to address specific questions or problems, such as navigating social security filing or making decisions about old retirement plans. You tell us what you need and we can help you find the right level of service. |
| Retirement Planning
A poorly planned retirement is the primary reason for long lasting financial insecurity and nagging worries about money. Just because you are ready to stop working, doesn't mean your expenses stop. In fact, they continue and are likely to increase over time. Plan and prepare for a more secure, comfortable retirement with our retirement planning process. Together we help you optimize income sources, manage and prepare for rising expenses, better position your retirement savings and investments and address questions on your legacy and estate planning. |
| Insurance Planning
Life happens. Whether a grieving family now finds themselves with too little in financial reserves or a disability ends monthly income and retirement savings or a long-term care event drains retirement accounts; no one likes to talk about the unexpected risks we all face. Instead, be proactive. Explore how to protect your family and shield your wealth by transferring those unforeseen risks with insurance and smarter financial strategies. |
| Financial Advice & Consulting
The abundance of personal finance advice often falls into the trap of being generic. Generic advice is like buying shoes labeled "one-size-fits-all,". A poorly fitted shoe might not fit your feet at all or leave you with blisters or just slip off completely when you try to walk. Our approach is like having a tailor-made pair crafted just for you. Shoes that fit comfortably and provide support unique to your financial journey today and down the road. |
| Portfolio Management
We work to create a personal investment portfolio tailored to your goals with a professionally screened, implemented and monitored portfolio of investments. Our regular reviews not only look at your current investments, but also continually search for fresh ideas. As we make adjustments to the portfolio, our ongoing process ensures we regularly evaluate portfolio performance, risks and costs through dependable, regular consultations with you. |
| 401K Rollovers
An educational approach focuses on helping you make a more informed decision. We can help you consider the pros and cons of each opportunity. Incorporate into a broader financial plan approach means you make an smarter decision. |
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. |
Disclosures |
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LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf LPL WiserAdvisor Cash Solicitor Disclosure |
Disclaimer |
| Hans Reese is a financial advisor with and Securities and advisory services offered through LPL Financial, A registered Investment Advisor, Member FINRA/SIPC. |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
| Mon. | 8:00 AM - 5:00 PM |
| Tue. | 8:00 AM - 5:00 PM |
| Wed. | 8:00 AM - 5:00 PM |
| Thu. | 8:00 AM - 5:00 PM |
| Fri. | 8:00 AM - 5:00 PM |
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