Sign In
Get Clay Free →

Suggestions

    Reweti Wiki, CIMA ®

    Experienced Executive | Certified Investment Management Analyst

    Reweti Wiki is a seasoned financial advisor and CIMA® professional with a passion for helping individuals, families, and institutions achieve their financial goals. With years of consulting experience under his belt, Reweti brings a disciplined approach to his practice, centered on understanding his client's current position and determining their ideal future. Together with his clients and trusted professionals, he develops personalized plans to achieve their goals, ensuring clarity and progress along the way.

    Reweti's advanced training in risk and return, portfolio construction, and behavioral finance has enabled him to serve clients with complex and sophisticated financial needs. He works best with retirees, business owners, highly compensated professionals, and institutions, delivering a goals-based and disciplined investment process.

    Outside the office, Reweti finds joy in parenting three daughters with his wife Geneva, herself a member of Northern California's Yurok Tribe. Reweti is proudly of Maori descent and is deeply involved in his cultural communities. He has served as both a tribal executive and as a company director for tribal commercial enterprises. Reweti and his family are happy to call Southern Oregon home where they're surrounded by family.

    Highlights

    Profile API - LinkedIn - Microsoft Learn

    Related Questions

    What is Reweti Wiki's background and experience before becoming Executive Director at Self-employed?
    What are Reweti Wiki's main responsibilities as Executive Director at Self-employed?
    How has Reweti Wiki's career evolved over the years?
    What achievements does Reweti Wiki have in the field of entrepreneurship?
    What are some notable projects Reweti Wiki has led at Self-employed?
    Reweti Wiki, CIMA ®
    Reweti Wiki, CIMA ®, photo 1
    Reweti Wiki, CIMA ®, photo 2
    Get intro to Reweti
    Add to my network

    Location

    Medford-Grants Pass Area