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Sally Brandon Press Release

Sally Brandon Promoted To Senior VP of Client Service And Advice at Rebalance

Palo Alto, CA – March 6, 2018 – Rebalance, a leading investment management firm, has announced the promotion of Sally Brandon to the position of Senior Vice President, Client Service & Advice. Brandon, who has long been an integral part… Continue reading

Scott Puritz Named Chair of North Carolina Outward Bound School’s Investment Committee

Bethesda, MD, January 23, 2018 – Scott Puritz, managing director and co-founder of Rebalance, has been named Chair of the North Carolina Outward Bound School’s Investment Committee. He assumes the role after serving on the North Carolina Outward Bound School… Continue reading

Rebalance IRA AUM

Rebalance Reaches Half A Billion In Assets Under Management

Bethesda, MD, November 16, 2017 – While everyone knows that saving for retirement is important, most people need some help when it comes to building a strong retirement nest egg. Enter Rebalance, a firm that has found its niche helping… Continue reading

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