Financial Advisors in Haleiwa, Hawaii (Honolulu County)

Lesley Brey, AIF, CFA, CFP, MBA
L.J. Brey, Inc. provides life-based financial planning and wealth management for individuals and families. We strive to develop long-term client/adviser relationships characterized by open communication. We regularly provide broad client education to encourage understanding and personal peace.... See More

Imagine a life where you

Have clarity on where you want to go.
Understand the impact of the decisions you make.
Feel organized and in control.
Avoid major financial mistakes.
See your dreams become reality.
Strengthen your ties to family & community.
Know that your best interests are being safeguarded

My name is David Jacobs and helping my clients achieve their most rewarding lives is my passion. As a fee-only financial planner and fiduciary, I deliver concierge-level service with deeper, more thorough expertise focused on your specific needs, helping you navigate the major transitions and challenges you face.... See More