For many, understanding every aspect of personal finance can be daunting. From short-term investments to long-term retirement and insurance, the decisions can be overwhelming.
That’s where the David Rey Financial Group comes in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
Our Asset-Class Investing approach is disciplined and designed to pursue long-term goals, while firmly rooted in respected academic research. We are proud to be among a limited group of advisors offering the respected Dimensional Fund Advisors.
As a lifetime member of our community with 25 years financial experience, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.
For more information about my firm and our services, please call. I would enjoy learning more about your goals and dreams.