Financial Planning Services. Through a methodical process, we utilize technology and virtual capabilities to bring organization and clarity to your financial picture. • Financial planning with an emphasis on tax efficiency• Understanding your assets, cash flow, and net worth• Receiving feedback on investments relating to your risk and return objectives• Reviewing wealth distribution objectives and opportunities

Reunite Financial, LLC was an independent, Registered Investment Advisor (RIA) in Walnut Creek, CA.

Serving individuals and families as well as family offices and institutions, we use our exceptional resources, deep experience and highly skilled people to provide wealth management solutions that meet your unique needs.

Portfolio Manager: Responsible for all aspects of the management of several equity portfolios, both domestic and international, including commingled funds, mutual funds, and stand-alone accounts. Generated trades (physical equities, futures, currency); maintained portfolio composition at individual security and sector level; managed cash and currencies and/or exposure level; monitored compliance with investment guidelines and objectives; managed tax liability in taxable portfolios; provided… Show more Portfolio Manager: Responsible for all aspects of the management of several equity portfolios, both domestic and international, including commingled funds, mutual funds, and stand-alone accounts. Generated trades (physical equities, futures, currency); maintained portfolio composition at individual security and sector level; managed cash and currencies and/or exposure level; monitored compliance with investment guidelines and objectives; managed tax liability in taxable portfolios; provided attribution analysis for tracking error; managed in-kind activities either with a transition manager or acting as the transition manager for clients; and documented and maintained procedures used by the department. Personally managed approximately $19 billion.Benchmark Specialist: Responsible for understanding the rules and construction methodology for various indexes used for investment benchmarks. Example index providers: Dow Jones, Standard and Poor’s (S&P), Russell, MSCI. Coordinated a team to monitor and trade on index changes.Corporate Action Specialist: Responsible for collecting, tracking, and distributing information on corporate action events (e.g. tender offers, dutch auctions, rights offerings). Provided election advice across firm.Bank Officer: Provided risk review for compliance to investment guidelines and errors. Authorized to sign off on trades, account reviews, and corporate action elections. Trade values ranged from thousands to over $100 million. Show less