BECCA REIMNITZ, CFP®
senior Associate wealth Manager
Becca Reimnitz is a CERTIFIED FINANCIAL PLANNER™ and a Senior Associate Wealth Manager at Waypoint Wealth Partners. Originally from the east coast, Becca holds a B.A. in Corporate Finance from St. John Fisher College and has over 7 years of experience working in finance, marketing, and operations. Most recently, she worked as a Client Service Representative at LFS Asset Management, a registered investment advisor.
Becca values education and volunteers in her spare time by teaching financial literacy workshops in the local community. Her passion to help people reach their goals and live their best quality of life aligns well with the work we do with our clients.
What makes you proud to be a part of the Waypoint team?
My pride stems from the extraordinary thoughtfulness and due diligence that Waypoint puts into understanding our clients so we can provide them with the highest quality of service possible.
What qualities make you good at your job?
A high level of care and responsibility. I developed a strong work ethic while working three jobs to pay my way through college. This, combined with my depth of financial knowledge and empathic nature, allows me to provide personalized care for the clients I serve.
What personal accomplishment are you most proud of?
Completing a ten-day silent Vipassana meditation retreat. Though it was a challenge, both mentally and physically, I learned a great deal about myself and would absolutely do it again. I am also proud to have passed my CFP® exam in March 2020!
What do you love to do outside of work?
I am constantly seeking out hiking and backpacking adventures around California; I love being out in nature and doing weekend trips in our 1986 Volkswagen Vanagen. My husband and I also enjoy hosting dinner parties and attending social events around San Francisco, when possible.
Education, Credentials and Affiliations:
B.A. in Corporate Finance, St. John Fisher College
Certified Financial Planner Professional, CFP®
Financial Literacy Volunteer, Financial Aptitude Training (FiAT)