SB
Sonja Breeding
Vice President Investment Advice at Rebalance
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Work Experience
Vice President Investment Advice
Apr 2021 - Present · 3 years and 9 months
Homewood Capital
Financial Planner
Dec 2008 - Apr 2021 · 12 years and 4 months
Financial Planner
Feb 2003 - Nov 2008 · 5 years and 9 months
Company Details
11-50 Employees
OUR PROMISE Rebalance manages your investments with some of the lowest fees in the industry. We can save you on average 45% to 72% in annual fees. And when it comes to saving and investing, even small reductions in fees can make a big difference in the size of your nest egg. OUR PEOPLE Rebalance puts some of the brightest minds in the investment industry to work for you. Burt Malkiel, Charley Ellis, and Jay Vivian make up our Investment Committee and their world-renowned financial expertise informs every Rebalance portfolio. OUR PROCESS Every Rebalance account is a collection of globally diversified funds selected by our experts to work together as a balanced whole. Over forty years of research has shown that this type of balanced, diversified investing helps reduce risk and improve overall returns.
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
4800 Hampden Ln Bethesda, Maryland 20814, US
Keywords
Asset allocatioIRA planningPortfolio rebalancingDiversificatioPortfolio diversificatio
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