Breanna Reish

CFP®
Personal Finance, Retirement, Lifestage Based Planning
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“Breanna Reish, CFP® and Founder of Wealth of Confidence, believes in creating a comforting environment and transforming the financial planning experience for women.”
Firm:

Wealth of Confidence, LLC

Job Title:

Owner, Financial Planner

Biography:

Breanna Reish, CFP® graduated with a Bachelor of Science in business administration with a concentration in Financial Planning from California State University, San Bernardino. While in school Breanna interned with a local independent planning firm in order to gain experience working with local families. After her internship, Breanna went on to work with a planning and tax preparation firm. There she gained a lot of tax knowledge that has, in turn, helped her clients with tax planning. Breanna sat for and passed the CFP® exam in 2015. She decided to gain more experience working locally where she could focus solely on perfecting her planning experience for clients. In 2017 Breanna decided it was time to pursue her dream of creating a comforting experience for women and planning for those that really want a great comprehensive experience.

Breanna was born and raised in sunny southern California. She is married to Zac, a landscape contractor, and has two crazy kids named Journey and Dayton. When Breanna is not working with clients she is driving her children to tennis, swim lessons, leading her daughter’s girl scout troop, or helping with her husband’s off-road races. As a family they love to camp, take weekend trips to Mexico and consume as many street tacos as humanly possible.

Breanna believes in and tries to help others live the best life possible. This means finding balance, letting go of what can not be changed, believing in oneself, having a positive attitude and spending time with and on the things that truly matter.

Education:

BS, Business Administration, Financial Planning Concentratio, California State University San Bernardino

Fee Structure:

Fee-Only

CRD Number:

5607787

Disclaimer:

Wealth of Confidence, LLC is a Registered Investment Advisor in the state of California

All Answers
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    Debt, IRAs, Real Estate, Insurance, Life Insurance
Should I purchase term life insurance or whole life Insurance?
100% of people found this answer helpful

Without knowing more I like your term and save the difference idea. That way you have some insurance to cover the mortgage need but your control the accumulation aspect. $1 million seems overkill if the sole purpose is to cover the mortgage. $500,000 is more like it.

 

In regards to where you save it, that is all dependent on what else you have going on. If you do not have an emergency fund, you will need to start there. If you have any other debt then you should pay that off. Cash flow and 529 are not on the table. If you are not hitting your long time savings goal then you do not want to spend it. Since you have no children a 529 does not make sense at all. 

 

Congratulations on your home purchase. 

June 2018
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How can I reduce the amount of my taxable income?
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May 2018
    Financial Planning, Retirement
What is the best type of methodology for retirement planning?
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July 2017
    Financial Planning, 401(k), Choosing an Advisor, IRAs, Women & Money
How should I manage the increase in my student loan payments?
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May 2018
    Career / Compensation
What is it like to become and work as a Financial Advisor?
50% of people found this answer helpful
July 2017