Breanna Reish (CFP®)

Breanna Reish focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Millennials
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Breanna Reish, CFP® works with clients from many backgrounds we specialize in the planning needs of teachers. The goal is to offer accessible planning for those in the teaching profession so we offer services that vary from the average firm. Services are offered in the following ways: Ongoing planning without investment minimums, investment management, group planning for up to 8 people, financial wellness programs for businesses, hourly project work and speaking. 


Additional Information

Breanna Reish, CFP® graduated with a Bachelor of Science in business administration with a concentration in Financial Planning from California State University, San Bernardino. While in school Breanna interned with a local independent planning firm in order to gain experience working with local families. After her internship, Breanna went on to work with a planning and tax preparation firm. There she gained a lot of tax knowledge that has, in turn, helped her clients with tax planning. Breanna sat for and passed the CFP® exam in 2015. She decided to gain more experience working locally where she could focus solely on perfecting her planning experience for clients. In 2017 Breanna decided it was time to pursue her dream of creating a comforting experience for all.

Breanna believes in and tries to help others live the best life possible. This means finding balance, letting go of what can not be changed, believing in oneself, having a positive attitude and spending time with and on the things that truly matter.

NAPFA Start Date

June 23, 2017


This Office

5455 W 86th Street, Ste 165 Indianapolis, IN 46268 Phone: (317) 941-6492