Trey Zinsser offers fee-based comprehensive financial planning, investment advisory, and risk management services for individuals, families, and owners of closely held businesses. He finds particular synergy with current/prior military and airline pilots based on his own professional experience in those fields.
A comprehensive financial plan can help with clarity of decision-making in your financial life. Trey’s practice provides a fiduciary approach to financial planning, focusing on a solid financial foundation first and foremost, then on building and transitioning wealth in accordance with his client’s goals and wishes. Flexibility is key to the many financial unknowns in life. Building a plan with options for tomorrow’s changes in legislative/economic conditions and life circumstances requires thoughtful action today.
He holds a Master of Business Administration (MBA) from the University of Virginia’s Darden School of Business and a Bachelor of Science in Electrical Engineering (BSEE) from The Citadel, The Military College of South Carolina. His previous experience is as an airline pilot and in the United States Air Force as an officer and pilot. He continues to serve part-time in the Air National Guard and as a reserve pilot with a legacy US airline.
Trey and his wife, Meg, reside near Charlottesville in Albemarle County, Virginia, with their three children, Liam, Wyatt, and Madilyn. As a family, they enjoy hiking, vacationing at the beach or lake, and appreciating the great food, beverages, and live music that Charlottesville has to offer.
Trey Zinsser is an Accredited Wealth Management Advisor TM (AWMA®) through the College for Financial Planning. He is licensed as a registered representative (FINRA Series 7) and investment advisor representative (FINRA Series 66) with Cetera Advisor Networks LLC., and holds his Life, Health, Annuities, and Variable Contracts license through the Virginia State Corporation Commission. Trey also serves as a member of the Association of Financial Educators (AFE) where he donates his time providing free, no-obligation educational workshops to corporate and community groups to take control of their financial futures - fighting financial illiteracy and empowering through education.
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #4187546