Client Advisory

Biography

Reed is a Principal in the North Bay office and a member of the firm’s Wealth Management practice. Reed builds strong relationships with clients by helping them navigate through the wealth planning process and prioritize and achieve their financial goals. Reed works closely with the team to ensure a great planning experience for clients.

Prior to joining Cerity Partners, Reed was an Associate Wealth Advisor with Brouwer & Janachowski. Previously, Reed served as a Wealth Management Advisor with US Bank in Marin County, and ran his own branch of Edward Jones.

Highlights

  • CERTIFIED FINANCIAL PLANNER™

Q & A

Q:

Who inspired you to pursue your career in financial management?

My dad paid me in Roth IRA contributions as a kid. He taught me about index investing, which spurred a love of investments and financial matters.

Was there a specific incident in your life that made it clear you were made for this career?

I started my career by knocking on doors to find business. It was very difficult, and I knew it wasn’t sustainable, but it made me realize how much I loved this work if I was willing to stick that out as long as I did.

Why is you work important, especially today?

I believe that people value having someone that is truly in their corner. Many of us don’t have the time to accomplish things we’ve set for ourselves, but having someone in your corner who knows what you want out of life can give you the opportunity to make those things happen.

What should your clients know the most about you?

Clients should know that my favorite part of my work is the human connection that is formed with my clients. I love learning about someone’s background and hearing about the progress made by them and those important to them.

What kind of clients work best for you?

I work very well with professionals who work hard at their craft and often times put themselves on the back burner with their finances. I enjoy helping to put themselves first and ensuring that they and their family are taken care of.

What differentiates Cerity Partners from other firms in our space?

We have found a way to have the resources of a major firm but with the charm of a small, local office in our different markets.

What do you do in your personal life that helps you help your clients?

My wife and I are licensed Foster parents. This has taught me how to truly put the interests of others above mine.

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.