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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Most Helpful
    Debt, 401(k), Taxes
If get a loan from my 401(k), do I have to include it on my tax return when filing my taxes?
100% of people found this answer helpful

Hello! 

The quick answer is No BUT because there’s always a but...

Keep in mind that if you leave the company or if you are let go then you will need to repay the loan or it will count as a distribution. If this happens you will need to square this away on your taxes. 

 

Best wishes to you on your financial journey. 

October 2018
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How can I reduce the amount of my taxable income?
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    Career / Compensation, Stocks, Taxes
How can I reduce the tax consequences of selling old company stock?
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September 2018
    Debt, IRAs, Real Estate, Insurance, Life Insurance
Should I purchase term life insurance or whole life Insurance?
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June 2018
    Banking, Investing
What should I do with the extra income I will be earning from a promotion?
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August 2018