David Rey

Client Service Associate
David Rey smiling warmly

How I’m expanding what’s possible with money

I learned early on to structure a financial plan and live below my means so I could stretch every dollar to maximize a surf or climbing trip. While my goals have slightly changed, that mindset has evolved with my career and life; because life happens. This approach gives me the freedom to invest my time, energy, and resources into more complex opportunities that keep me balanced.

Outside of work, my passions include

Recharging outdoors by camping with my wife and our pup, surfing, climbing, backpacking, and learning to relax in Brazilian jiu-jitsu.

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Simplify your life with a plan that connects your money to what matters most.

Simplify your life with a plan

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