Lesley J. Brey founded LJ Brey, Inc. to provide personalized, fee-only financial planning and investment advisory services. Our clients are couples or widows who are interested in understanding and positively impacting their financial health. With many clients, multi-generational involvement within families helps to both educate the next generation and allow clear communication and coordination.
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).
Raised in Hawaii, Lesley’s formal education includes a B.A. in Mathematics from Pomona College, an M.S. in Engineering from Stanford University and an M.B.A. from Chaminade University. Her practical education includes 14 years in the petroleum industry followed by personal Fee-Only Financial Planning since 1997.
Experiences in project management, economics, finance and interpersonal relationships form a strong foundation in providing her clients with life-based financial planning services.