Trey Fairman, J.D., LL.M.

Registered Investment Advisor and Tax Attorney in San Diego, California

Trey Fairman, J.D., LL.M.

Registered Investment Advisor and Tax Attorney in San Diego, California

As the Founder and Managing Director of Waypoint Retirement Advisors, Trey focuses on providing fiduciary guidance and investment oversight for corporate-sponsored retirement plans. Acquiring expertise over 25 years partnering with business owners, accountants, attorneys, and investment advisors as a high-net-worth insurance broker, Trey promotes a holistic approach to retirement plan design while continuing to implement insurance solutions when appropriate. Experienced in both qualified and non-qualified plans, he enjoys making complicated financial concepts simple and easy to understand. In addition to helping clients, Trey enjoys teaching other advisors at the Laureate Center for Wealth Strategies in San Diego and consulting as an expert to law firms in financial litigation matters.

Trey is a Registered Investment Advisor and has earned a Bachelor of Science in Finance from the University of Delaware along with his law degree (J.D.) and Master of Laws of Taxation (LL.M) from the University of San Diego School of Law.

Please click on the link above to get in touch with me - I look forward to our conversation.

-------------------------

Investment Advisory Services offered through TLG Advisors, Inc. Registered Investment Advisor; 26 West Dry Creek Circle, Suite 800, Littleton, CO 80120 (303) 797-9080. Waypoint Retirement Advisors, LLC is not affiliated with TLG Advisors, Inc.

CA Insurance License # 0B61763

  • Education
    • University of San Diego School of Law
    • University of Delaware