- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Honolulu, HI 96821
Lesley Brey is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
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.