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Conner Rehage is listed as Founder and CEO @ Harbor Hills | Portfolio Management, Fiduciary Analysis at Harbor Hills, based in Santa Barbara, California, United States. AeroLeads shows phone signal with area code 805 and a matched LinkedIn profile for Conner Rehage.
Conner Rehage previously worked as Founder and CEO at Harbor Hills and President at The Rehage Organization, Inc.. Conner Rehage holds Bs, Finance from California State University-Chico.
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With over a decade of experience in the financial services industry, I am a passionate and dedicated financial advisor and entrepreneur who strives to help my clients achieve their financial goals and dreams. I have a strong background in portfolio management, individual stock selection, fiduciary analysis, risk analysis, and behavioral coaching, as well as insurance and employee benefits. I am the founder and CEO of Harbor Hills Financial Advisors, a full team of personal financial specialists who share my vision of providing comprehensive, personalized, and high-quality financial advice to our clients.Prior to founding Harbor Hills, I was a senior financial advisor at Partnervest Advisory Services, LLC, a firm that offers a wealth management platform for independent financial advisors and their clients. I worked with a diverse range of clients, from individuals and families to small businesses and non-profits, and helped them design and implement customized investment strategies, financial plans, and risk management solutions. I leveraged my Series 7 and 66 licenses, as well as my California Life, Health, and Disability Insurance certification, to provide a holistic and fiduciary approach to financial guidance. I left Partnervest in April 2021 to pursue my entrepreneurial aspirations and launch Harbor Hills.
Listed skills include Microsoft Office, Customer Service, Financial Analysis, Financial Reporting, and 23 others.
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Harbor Hills Financial Advisors, a full team of personal financial specialists. Conner specializes in portfolio management, individual stock selection, fiduciary analysis, risk analysis and behavioral coaching, while the other members of his team specialize in financial planning, retirement planning, wealth preservation, wealth transfer, estate planning.
The Rehage Organization was formed in 1989 by my father, Stephen D. Rehage after he took over Anacapa Insurance Agency from Doyne Basye. The history of our firm in Santa Barbara goes back to the 1950's. We take pride in offering the highest quality Insurance and employee benefits advice.
Partnervest Advisory Services, headquartered in Santa Barbara, California, has created a comprehensive financial services platform including Wealth Management, Traditional Investment Management and true Alternative Investments to serve the needs of the independent financial advisor community.Partnervest Advisory Services is an SEC Registered Investment.
St. Louis, MO, US
I help my clients achieve their financial goals by understanding their needs and implementing tailored solutions. I identify the client's needs by gathering information about their current financial picture and investment goals. I translate these needs into specific, measurable, attainable, relevant and time-bound goals. I analyze this information to.
Coached the Varsity Offense working primarily with quarterbacks.-Channel League Champions
Managed day to day operations of a multi-million dollar asset portfolio leveraging a turn key solution to provide superior returns.I worked this job from the week I got my license til the day I graduated college. I Worked closely with Fortune 500 clients to provide concierge level service for all their parking and transportation needs. Duties ranged from.
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Conner Rehage works for Harbor Hills.
Conner Rehage is listed as Founder and CEO @ Harbor Hills | Portfolio Management, Fiduciary Analysis at Harbor Hills.
AeroLeads has found 2 phone signal(s) with area code 805 for Conner Rehage at Harbor Hills.
Conner Rehage is based in Santa Barbara, California, United States while working with Harbor Hills.
Conner Rehage has worked for Harbor Hills, The Rehage Organization, Inc., Partnervest Advisory Services, Llc, Edward Jones, and Dos Pueblos High School.
You can use AeroLeads to view verified contact signals for Conner Rehage at Harbor Hills, including work email, phone, and LinkedIn data when available.
Conner Rehage holds Bs, Finance from California State University-Chico.
Conner Rehage is listed with skills including Microsoft Office, Customer Service, Financial Analysis, Financial Reporting, Strategic Planning, Corporate Finance, Portfolio Strategies, and Team Leadership.
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