Lesley Brey (AIF®, CFA, CFP®, MBA)
Lesley Brey focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
L.J. Brey, Inc. provides life-based financial planning and wealth management for individuals and families. We strive to develop long-term client/adviser relationships characterized by open communication. We regularly provide broad client education to encourage understanding and personal peace.
NAPFA Start Date
June 17, 1997