Conner Rehage

Making Sense of Investing

Financial Adviser at Edward Jones in Montecito, CA

About

I help my clients achieve their financial goals by understanding their needs and implementing tailored solutions. I identify the client's needs by gathering information about their current financial picture and investment goals. I translate these needs into specific, measurable, attainable, relevant and time-bound goals. I analyze this information to determine if the client's goals are attainable and to consider all potential strategies and solutions. Based on this analysis, I recommend appropriate investments, insurance and services to help the client achieve their financial goals. Once investment decisions have been made, I follow-up consistently with the client to review progress towards his/her goals.

Contact
Click for phone number
(805) 565-8793
Address
1230 Coast Village Circle Suite A in Montecito, CA 93108
Info
None specified

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Specialties

  • Annuities
  • Bonds & Fixed Income
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Credentials

Licenses

Series 66
Series 7
CA Life, Health, Accident, LTC and Variable Contract Insurance
License # 0I47809

Associations

Santa Barbara Athletic Round Table
Montecito Rotary Club
Coast Village Business Association

Accomplishments

Awards

Triple Crown Award
Eagle Award
Zeke McIntyre Pioneer Award

Publications

No Publications listed.

Speaking Engagements

No Speaking Engagements listed.

Background

Education

California State University at Chico