Rebalance is excited to announce that our very own Sonja Breeding, CFP®, Senior Vice President of Wealth Management was recently named a $100M Club: Top Female Advisor 2026 winner by Investment News. This prestigious recognition honors exceptional women in financial advising who demonstrate professional excellence, industry leadership, and a strong commitment to their clients’ financial… Read more »
Award-winning national wealth management firm Rebalance is pleased to announce that it has named Dan Mavraides as Deputy Chief Investment Officer.
Rebalance, a nationally top-ranked wealth management firm, is proud to announce that it has recently received four significant industry honors, underscoring its leadership in financial planning, investment management, client service, and workplace excellence.
Deputy Chief Investment Officer, Rebalance Dan Mavraides explains why behavior, patience, and long-term thinking matter far more than market forecasts, AI trends, or economic headlines.
Rebalance’s Dan Mavraides talks sports, retirement, and NIL with Dr. Beyer on his Doctor in the Dugout podcast which aired on the Los Angeles Angels’ AM830 radio station.
Big investment wins can create new risks. This piece explores how to manage concentrated stock and unrealized gains with smart, tax-aware strategies that protect and preserve long-term wealth.
Rebalance Selected by Forbes for Inclusion in its Prestigious 2025 Top RIA Firms List.
As equity compensation becomes more common, financial planner Matt Jude turned to Leavey’s Certified Equity Professional Institute to deepen his expertise and better guide clients through complex stock-based benefits.
Matt Jude, CFP®, ECA, and financial advisor at Rebalance, provides tips on how to handle concentrated stock positions.
Get Financially Savvy – and Get Social! by Jennifer Juergens Thomas Sonja Breeding, Senior Vice President of Wealth Management at Rebalance, is quoted by AARP in this article about staying savvy in retirement. When a retired businessman living in a senior living facility in Orlando wanted to start an investment group just to kick around… Read more »
