Our family's goal is to help our clients achieve their goals. These range from planning for college and saving for a second home, to creating a sound retirement plan and establishing a legacy to leave behind. Rey Financial Group's mission is to assist our clients by helping to build, manage, preserve, and transition their wealth.
Rey Financial Group consists of three partners, Manuel, Jaclyn, and Ashley, CFP®. We are a father-daughters team. Our family's clients tend to share three main traits. They value their relationship with their advisors, have a long term investment horizon, and believe in a service model focused on continual contact and re-assessment.
With over 50 years of collective experience, we know what is most important to our clients and strive to surpass their needs and expectations. Our model is founded on constant communication and regularly scheduled reviews. The reason for this is simple – we cannot help you reach your goals unless they are defined. That is why listening to our clients is the foundation of all of our client relationships. Due to our line of business, we help many of our clients through the most uncertain transitions in their lives including births, college, marriage, home purchases, divorce, career changes, retirement, estate planning, and loss of loved ones. Through a holistic approach, we provide and monitor a personal financial map to see you through the journey.
We like to tell our clients to think of us as their family's personal CFO. Any financial thoughts, questions or concerns they or their family members have, we are here to address. To that extent, it is not rare to see us take the time to sit down with our clients' children, to explain what a Credit Score is, or what a 401(k) is and why they should contribute early on. We treat our clients’ families like our own, and are here to help them however we can. While we cannot be everything to everyone, for our select clients, we extend ourselves whenever we can. This includes working relationships with our clients’ other advisors. We work closely with our clients' attorneys, tax advisors, and other professionals in an effort to ensure unified planning.
The three of us have extensive personal and professional experience in all areas of investment planning to help our clients reach their goals. We hold a variety of professional designations and have the combined knowledge and experience positioning them to offer holistic financial advice that our clients can trust. We are passionate about advanced training and professional development. Our experience and education lead us to provide sound judgment to all of our client relationships, which we share with care, skill and caution. It is with this conviction and passion that we help our clients and their families build, manage, preserve, and transition their wealth.
"We help our clients transition from making a living to making a life."
*Wells Fargo Advisors Financial Network does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.
**Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.