Rebalance is an investment firm that provides its clients with access to a fundamentally different and better set of investment options.

Consulting

Finance

FinTech

Investment Management

Personal Finance

Retirement

Rebalance

Rebalance's headquarters in Palo Alto, CA, United States

The Bethesda office focuses on digital communications and marketing strategies, enhancing brand engagement through social media.

Bethesda

Mitch Tuchman

Sally Brandon

Kristi Craig

Svetlana Kot

Scott Puritz

The Investment and Financial Services team at Rebalance is responsible for creating and managing innovative investment strategies that align with clients' financial goals. This team, composed of experienced financial advisors and investment committee members, evaluates investment options, provides tailored financial advice, and ensures that clients receive a superior and personalized investment experience. Their expertise enables Rebalance to deliver customized solutions that stand out in the market.

Investment and Financial Services

The Leadership Team at Rebalance is responsible for setting the strategic direction and vision of the firm, ensuring alignment with the company’s mission to provide clients with superior investment options. They oversee investment advice, client service initiatives, and overall operational excellence, while fostering a culture of collaboration and innovation within the organization.

Rebalance

Org chart

Teams

Investment and Financial Services

Leadership Team

Offices

Rebalance

Org chart

Teams

Investment and Financial Services

Leadership Team

Offices

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