# REHOBOTH FINANCIAL PLANNING

REHOBOTH FINANCIAL PLANNING is a Multi Family Office based in Rancho Cordova, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Rancho Cordova, United States
- **Region:** North America
- **Address:** San Jose, CA, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** rehobothfinancial.com

## Regulatory record

- **CRD number:** 333840
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333840

## About

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.

## People

- Peter Lee — Founder and President

## 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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Last updated: 2026-07-06T01:24:24.138Z

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