Trey Gallegos, Financial Advisor located in San Diego, CA

Financial Advisor
Trey Gallegos

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

  • Wealth Strategies
  • Architects and Engineers
  • Employee Stock Options
  • Intergenerational Planning
  • Corporate Executives
  • Retirement Savings Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CPWA®

    Certified Private Wealth Advisor®

Personal Interests

  • Football
  • Spending Time with Family
  • Fine Dining
  • Home Improvement
  • Traveling

Team Members

  • Alison Gray
    Sr. Branch Office Administrator
  • Krista Hagwood
    Sr. Branch Office Administrator
  • Katherine Burgess
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(858) 605-6421

Fax

(888) 754-0539

Office Address

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

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