Trey Vineyard, Cfp®

Trey Vineyard, Cfp® Email and Phone Number

Head of Wealth Strategy and Planning @ Touchstone Wealth
Scottsdale, AZ, US
Trey Vineyard, Cfp®'s Location
Scottsdale, Arizona, United States, United States
Trey Vineyard, Cfp®'s Contact Details

Trey Vineyard, Cfp® work email

Trey Vineyard, Cfp® personal email

n/a
About Trey Vineyard, Cfp®

Trey guides clients through retirement planning with more than 15 years of industry experience and the confidence of an Army veteran. He believes education is vital to making guided decisions and it is imperative professionals seek to educate and guide.Trey has a bachelor’s degree in accounting from the University of Arizona. He earned his CERTIFIED PROFESSIONAL PLANNER™ (CFP®) certification in 2014 and continues to further his industry education.Trey served with the Arizona Army National Guard for 10 years. In addition to his commitment to the Guard, he is the chairman of the Board of Military Assistance Mission, a nonprofit organization established to assist veterans and their families of Operation Enduring Freedom and Iraqi Freedom. He has a very strong passion to aid those who served and are serving.Education: BA, University of Arizona with a degree in AccountingCertificate in Financial Planning, Boston UniversityDesignations: Certified Financial Planner (CFP®)

Trey Vineyard, Cfp®'s Current Company Details
Touchstone Wealth

Touchstone Wealth

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Head of Wealth Strategy and Planning
Scottsdale, AZ, US
Trey Vineyard, Cfp® Work Experience Details
  • Touchstone Wealth
    Head Of Wealth Strategy And Planning
    Touchstone Wealth
    Scottsdale, Az, Us
    View
  • Vinity
    Founder | Ceo | Financial Advisor
    Vinity Jun 2019 - Present
    Scottsdale, Arizona, United States
    Vinity is a Comprehensive Financial Planning Firm that navigates the path between professional advice and practical application.
    View
  • Sharpepoint
    Managing Partner
    Sharpepoint Oct 2012 - Jun 2019
  • Waddell & Reed
    Financial Advisor
    Waddell & Reed Apr 2008 - Oct 2012
    Scottsdale, Az
    View

Trey Vineyard, Cfp® Skills

Retirement Planning Investment Advisory Wealth Management Investment Strategies Strategic Financial Planning Risk Management Life Insurance Finance Retirement Wealth Asset Allocation Financial Advisory Management Securities Investments Series 7 Financial Planning Mutual Funds

Trey Vineyard, Cfp® Education Details

Frequently Asked Questions about Trey Vineyard, Cfp®

What company does Trey Vineyard, Cfp® work for?

Trey Vineyard, Cfp® works for Touchstone Wealth

What is Trey Vineyard, Cfp®'s role at the current company?

Trey Vineyard, Cfp®'s current role is Head of Wealth Strategy and Planning.

What is Trey Vineyard, Cfp®'s email address?

Trey Vineyard, Cfp®'s email address is tr****@****int.com

What schools did Trey Vineyard, Cfp® attend?

Trey Vineyard, Cfp® attended University Of Arizona, Eller College Of Management, Boston University.

What skills is Trey Vineyard, Cfp® known for?

Trey Vineyard, Cfp® has skills like Retirement Planning, Investment Advisory, Wealth Management, Investment Strategies, Strategic Financial Planning, Risk Management, Life Insurance, Finance, Retirement, Wealth, Asset Allocation, Financial Advisory.

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