A goal without a plan is just a wish -- Antoine de St. Exupery

Lesley J. Brey founded L.J. Brey, Inc. in 1997 to provide personalized, fee-only financial planning and investment advisory services. Clients are primarily couples and widows though frequent multigenerational involvement has developed a strong educational and organizational focus for all ages.

Lesley is a member of the National Association of Personal Financial Advisors (NAPFA), the CFA Institute, The National Association of Tax Professionals and the Financial Planning Association. She is a NAPFA-Registered Financial Advisor, a Certified Financial Planner® (CFP) licensee, a Chartered Financial Analyst® (CFA) charterholder and an Accredited Investment Fiduciary® designee (AIF).

Real Name:

Lesley J Brey CFP,CFA, AIF

Join Date:

7/24/09

City, State:

Honolulu, HI

Website:

http://www.ljbreyinc.com

Employer:

L.J. Brey, Inc.

Title:

NAPFA-Registered Financial Advisor

Favorite Investments:

ETF/Mutual Funds