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REHOBOTH FINANCIAL PLANNING
Rehoboth Financial Planning, Inc. is a state-registered investment adviser in Rancho Cordova, CA. The firm manages approximately $16 million in regulatory...
Overview
Rehoboth Financial Planning, Inc. is a state-registered investment adviser in Rancho Cordova, CA. The firm manages approximately $16 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2008
Location
Region
North America
Country
United States
City
Rancho Cordova
Corporate office
San Jose, CA, United States
Principals
Peter Lee
Founder and President
Frequently asked questions
Who runs investment decisions at Rehoboth Financial Planning?
Peter Lee, the firm's founder and president, maintains sole investment policy authority. SEC filings list him as the firm's only investment adviser representative and control person. Clients interact directly with Lee for both financial planning and portfolio management decisions — there are no junior advisers or investment committees.
How does Rehoboth Financial Planning source its clients?
The firm primarily attracts clients through professional referrals from tax practitioners, estate attorneys, and existing technology-sector clients in the Bay Area. Rehoboth does not employ a dedicated business development officer or pay for lead generation. Its San Jose location and niche focus on equity compensation planning act as natural filters for its client pipeline.
How does Rehoboth handle equity compensation from pre-IPO or public technology companies?
Equity compensation planning is a core capability. Rehoboth models ISO and NQSO exercise strategies, restricted stock unit vesting schedules, and concentrated single-stock risk scenarios. The firm builds diversification roadmaps that coordinate option exercises with tax brackets, AMT exposure, and portfolio rebalancing, often using exchange-traded funds and direct indexing structures to manage embedded capital gains.
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