Rebalance

6 Decision Makers · 7 Verified Contacts

📍 Palo Alto, CAProperty Management🗓 Est. 2012👥 51–100 employees

About Rebalance

Rebalance is an investment firm that provides its clients with access to a fundamentally different and better set of investment options.

Leadership & Decision Makers

Contact details of 6 Rebalance decision makers

Joseph Esparraguera

Chief Compliance Officer

Christie Whitney

Vice President, Investment Advice

Mitch Tuchman

CIO, Managing Director & Co-Founder

Scott Puritz

Managing Director, Investment Committee Member, and Co-Founder

Eileen McPeake

Vice President, Investment Advice

Sonja Breeding

Vice President, Investment Advice

Team & Specialists

Contact details of 1 Rebalance team members

Sally Brandon

Vice President, Client Services,Senior Vice President, Client Service & Advice

General Emails

General company emails, e.g. customer support lines

    info@rebalance360.com

    General Inquiries

    admin@rebalance360.com

    Admin Team

    support@rebalance360.com

    Customer Service

    info@rebalance-ira.com

    General Inquiries

    mtuchman@rebalance360.com

    Unclassified inbox

    ssuther@rebalance360.com

    Unclassified inbox

    kcotter@rebalance360.com

    Unclassified inbox

    u003ekcotter@rebalance360.com

    Unclassified inbox

    jmyers@rebalance360.com

    Unclassified inbox

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Company Info

Last updated: 31/07/2025

650-396-3900

Palo Alto, CA

Specialization: Retirement,
Legal Name: Rebalance, LLC
Business Type: Private
Employees: 51-100
Founded Date: 2012
Company Type: For Profit
Operating Status: Active
Phone Number: 650-396-3900
Last Investment Activity: Sep 18, 2023
Investments Activity: Sep 18, 2023 Jan 23, 2018 Nov 16, 2017

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