Rebalance LLC

Scott Puritz is a financial advisor with Rebalance LLC in Chevy Chase, MD, holding a Series 65 designation and 11 years of industry experience. He has been with Rebalance LLC since 2012. Rebalance LLC provides investment management, financial planning, and decision-support through its Rebalance360 program to individuals, retirement plans, pooled vehicles, and charitable organizations. The firm manages approximately $1.56 billion in discretionary assets across several hundred accounts, employing a strategic asset allocation framework with a focus on ETFs and model portfolios.

Svetlana Kot is a financial advisor at Rebalance LLC in Palo Alto, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Rebalance in 2023, she worked at Eqitrade Limited and has a background including roles at Tulsa Ballet Theatre Inc. and Integrity Gaming Corp. Rebalance LLC provides investment management, financial planning, and decision-support services to individuals, retirement plans, pooled vehicles, and charitable organizations. The firm uses a strategic asset allocation framework focused on ETFs within seven model portfolios and manages approximately $1.56 billion in discretionary assets across several hundred accounts.

Matthew Jude is a CFP® with five years of industry experience and is currently an advisor at Rebalance LLC. His prior experience includes roles at Lucas Group Financial Planners, Amazon, United Parcel Service, Black Sheep Bar & Grill, and Morris & Garritano Insurance Agency. Rebalance LLC provides investment management and financial planning services to individuals, retirement plans, pooled vehicles, and charitable organizations, managing approximately $1.56 billion in discretionary assets. The firm uses a strategic asset allocation framework centered on ETFs and offers both a standardized Rebalance360 program and personalized wealth management services.

Mitchell Tuchman is a financial advisor at Rebalance LLC with 17 years of industry experience. He holds a Series 65 designation and has worked at Rebalance since 2011. Prior to that, he was associated with MarketRiders, Inc. and has been involved with Jacksonnet, LLC since 2000. Rebalance LLC provides investment management, financial planning, and decision-support services to individuals, retirement plans, pooled vehicles, and charitable organizations. The firm manages approximately $1.56 billion in discretionary assets across a limited number of ETFs organized into model portfolios, employing a strategic asset allocation and long-term rebalancing approach.

Daniel Mavraides is a financial advisor at Rebalance LLC in Los Angeles, CA, holding a Series 65 designation with six years of industry experience. He has worked at several firms, including Evoke Advisors and INbalance Advisors, before joining Rebalance in 2024. Rebalance LLC provides investment management, financial planning, and decision-support services through its Rebalance360 program to individuals, retirement plans, pooled vehicles, and charitable organizations. The firm manages approximately $1.56 billion in discretionary assets across several hundred accounts, employing a strategic asset allocation framework with a focus on ETFs and long-term rebalancing.

Sonja Breeding is a CFP® with 13 years of industry experience, currently serving as an advisor at Rebalance LLC since 2021. Prior to joining Rebalance, she worked at Homewood Capital Management, Inc. from 2008 to 2021. She holds a California insurance license but is not actively engaged in insurance sales. Rebalance LLC provides investment management, financial planning, and decision-support through its Rebalance360 program to individuals, retirement plans, pooled vehicles, and charitable organizations. The firm manages approximately $1.56 billion in discretionary assets across several hundred accounts, employing a strategic asset allocation framework focused on ETFs and long-term rebalancing.

Christie Whitney is a CFP® with 13 years of industry experience, currently serving as an advisor at Rebalance LLC since 2016. Prior to this, she took two years away from the industry as a stay-at-home mom. Outside of her advisory role, she assists with bookkeeping for her husband’s consulting business. Rebalance LLC provides investment management, financial planning, and decision-support services to individuals, retirement plans, pooled vehicles, and charitable organizations. The firm manages approximately $1.56 billion in discretionary assets, employing a strategic asset allocation framework with a long-term rebalancing approach primarily focused on ETFs organized into seven model portfolios.

Sarah Brandon is a financial advisor at Rebalance LLC in Santa Barbara, CA, holding a Series 65 designation with 16 years of industry experience. She has been with Rebalance LLC since 2011 and previously worked at Marketriders, Inc. from 2009 to 2016. Rebalance LLC provides investment management, financial planning, and decision-support services through its Rebalance360 program to individuals, retirement plans, pooled vehicles, and charitable organizations. The firm manages approximately $1.56 billion in discretionary assets across several hundred accounts, employing a strategic asset allocation framework focused on ETFs and model portfolios with a long-term rebalancing approach.