Bret Dayley (CFP®)

Bret Dayley focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Real Estate Investments
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

In 2015, Bret attended Utah State University, earning his Bachelor’s in Finance with a minor in Financial Planning. He later pursued a Master of Taxation from Weber State University in 2020 and received his IRS Enrolled Agent (EA) designation in March 2022. He has worked in the financial industry for the last 8 years, primarily focusing on tax planning strategies to increase clients' overall net worth. He enjoys helping families achieve financial independence and is pursuing professional designations to support his fiduciary responsibilities.

Bret lives with his wife, Shay, and their two children in New Bern, NC. He enjoys spending time with family, pets, and water sports.

NAPFA Start Date

February 22, 2021

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This Office

2131 S Glenburnie Rd Ste 8 New Bern, NC 28562-2241 Phone: (252) 633-0107 Fax: (252) 633-3917