Financial Planner

Spotlight

Rey LaChaux

 

 

Rey LaChaux is second generation, state licensed financial professional and possesses an Executive Certificate in Financial planning from San Francisco State University. Moreover, Mr. LaChaux is strategically partnered with the most reputable and financially sound fiduciaries. Striving to bring insight to every investment and integrity to every plan, he goes above and beyond using a holistic approach that supports families in understanding and planning specific financial goals and objectives.  During the majority of the day, you can find  Mr. LaChaux performing job readiness and financial literacy training for Transitional Aged Youth to prepare them for adulthood. 

 

Mr. LaChaux is delighted to be a resource in the community for investment strategy, insurance needs, navigating through difficult times and many other important planning aspects in life. Providing refreshing specialized attention, he makes it possible for families to take advantage of all of life's opportunities by building individualized financial plans that outline the essential steps to take in order to pursue each clients goals, such as retirement, college planning, family protection, or leaving a legacy.

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