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

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

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This Office

_____ Honolulu, HI 96821-2101 Phone: (808) 526-2644