Lesley J. Brey founded LJ 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).

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 Fee-Only Financial Planning after 14 years in the petroleum industry.

Experiences in project management, economics, finance and interpersonal relationships form a strong foundation in providing her clients with life-based financial planning services.