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Andreas Reiter

Andreas Reiter

Orange, CA

Andreas Reiter embarked on his career in financial services in 2003, while he was a junior at the University of California, Riverside. His passion for finance led him to take on an internship with GE Aircraft Engines during his senior year, setting the stage for a promising career. Additionally, Andreas was an active member of his university's Investment Club, further honing his financial acumen.


After successfully graduating with a Bachelor's Degree in Business Administration, with an emphasis on Finance, Andreas continued his journey in the financial services sector. He gained valuable experience by working with two different firms before joining Parsonex Securities, Inc. It was during this time that Andreas recognized a significant gap in the market—consumers were being underserved when it came to their investment and retirement needs.


To address this gap, Andreas Reiter committed himself to the following service principles for his clients:

  • Crafting personalized plans that are easy to understand and tailored to each client's financial goals.

  • Conducting annual "check-up" meetings (bi-annual upon request) to ensure clients' financial strategies remain on track.

  • Offering unbiased strategies and access to independent financial products.

  • Providing access to a network of local professional resources, including accountants, attorneys, real estate agents, and more.


Andreas firmly believes that one's behavior is the most critical factor in determining long-term investment success. He understands that the quality of the advice received, or not received, plays a pivotal role in shaping this behavior. As such, he operates as an empathetic and tough-loving behavioral coach for his clients, offering essential guidance in the following areas:


  • Coaching clients to consistently make prudent financial decisions.

  • Assisting in avoiding significant mistakes, particularly in times of confusion and misinformation.

  • Alleviating stress and pressure from clients' shoulders, allowing them to focus on their families and careers.


Outside of his professional life, Andreas Reiter calls Torrance, CA, his hometown. When he's not immersed in financial services, he enjoys a variety of hobbies, including playing and watching soccer, skiing in Mammoth, and spending quality time with his six-year-old nephew. Andreas has also had the pleasure of visiting Europe multiple times, with one of his fondest memories being a trip to Germany in 2006 during the World Cup.

California Life Insurance License
#0E01192

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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider the investment objectives, risks, charges and expenses of each fund. This and other important information is contained in each fund's prospectus and summary prospectus, which can be obtained from a financial professional and should be read carefully before investing. Securities offered through Parsonex Securities, Inc. or Parsonex Capital Markets, LLC Member FINRA / SIPC. 8310 S. Valley Highway, Suite 110, Englewood, CO 80112, 303-662-8700.

Advisory services are offered through Parsonex Advisory Services, Inc. and E. Magnus Oppenheim & Co., Inc.

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