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Trey Gallegos, Financial Advisor

FINANCIAL ADVISOR
Trey Gallegos

CFP®, ChFC®, CPWA®
11440 W Bernardo Ct Suite 272, San Diego, CA 92127opens in a new window
CallSend Me a Message

Focus Areas

  • New Investors
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Sustainable investing
  • College Savings
  • Military Professionals & Veterans

About Trey

I believe in a full service, custom fit approach. No two lives are the same, so the financial strategies used for each person should be adjusted accordingly.

I earned a bachelor’s degree in financial services and a certificate in personal financial planning from San Diego State University. Go Aztecs! I also hold the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® certifications.

My education and designations have led me to build my practice using a holistic strategy approach. I evaluate all areas of your personal and financial position instead of individual aspects. Doing so gives me the ability to identify a strategy...

Work History

  • Edward JonesJune 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CPWA®

    Certified Private Wealth Advisor®

Education

  • San Diego State UnivBachelors

Personal Interests

  • Football
  • Traveling
  • Golfing
  • Snowboarding

Team Members

  • Katherine Burgess
    Sr. Branch Office Administrator
  • Alison Wolsey
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(858) 521-8496

Fax

(888) 754-0539

Office Address

11440 W Bernardo Ct Suite 272
San Diego, CA 92127opens in a new window

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