Rebalance’s Christie Whitney talks budgeting, retirement savings, and inheritance protection with Ilyssa Panitz on her Divorce Hour segment.
Rebalance’s Christie Whitney on The Divorce Hour
Category: In The Media
$1.9bn Rebalance Promotes 3×3 Basketballer to Deputy CIO
Following the news of his exciting promotion to Deputy CIO, Dan Mavraides gave an extensive interview to CityWire; he discussed the intersection of basketball and investing in his career, and mistakes that investors should avoid when planning out their financial futures.
Rebalance’s Sonja Breeding Named to InvestmentNews’ 2026 Top Female FinancialAdvisors in the US: $100M Club
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 »
Rebalance Names Dan Mavraides as Deputy Chief Investment Officer
Award-winning national wealth management firm Rebalance is pleased to announce that it has named Dan Mavraides as Deputy Chief Investment Officer.
Rebalance Earns Four Prestigious Industry Honors
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.
Behavior Wins: Money In Focus Feature Article
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 on Doctor in the Dugout
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.
Managing the Risks and Taxes of Highly Appreciated Stock
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 Named Top RIA Firm by Forbes
Rebalance Selected by Forbes for Inclusion in its Prestigious 2025 Top RIA Firms List.
Leavey Executive Center Prepares Financial Planners for Silicon Valley’s Equity Compensation Economy
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.
