About us |
our team!
The people who work at
Frey Financial not only have the knowledge and experience to help
you pursue your financial goals, but they also happen to be extremely
great folks! Our staff is always ready to address your concerns,
answer your questions, and help put you at ease.
Since 1980
Clay Frey, CFP®, has been helping his southern Arizona
clients target their financial futures and pursue peace of mind. Clay's
experience helps his clients feel confident about their investment
portfolios, knowing that their assets are in the appropriate
investments and that the right amount will be available when they need
it. Not only is Clay a great advisor, he is also a CERTIFIED FINANCIAL PLANNER™
practitioner and
graduated from the University of Phoenix with a degree in Business
Administration. If you are approaching retirement in the Tucson area,
to include Raytheon and IBM, and want sound advice on how to
invest your 401(k) to target your retirement goals, Clay is an
experienced advisor for retiring people like you. In Clay's spare time, he likes to scuba dive, ski,
hike, and play tennis. He lives in Tucson with his family.
Susan Newcomer, Clay's assistant since 2000, is registered
as a broker's assistant and
does nearly every support task imaginable, so Clay can focus on the investment
recommendations for each client's special needs. Susan graduated from
Wellesley College with a major in English.
Christina Frey, graduated from The University of Texas in
San Antonio with a Bachelor’s Degree in Marketing. She began her
financial services career as an advisor with Morgan Stanley.
Joining our team in 2008 as an Investment Adviser Representative
of Commonwealth Financial Network, she strives to
provide world-class client service and professional advice free
from proprietary influences present at many Wall Street firms.
Christina was born in Monterey, California, and raised in Tucson.
She is passionate about serving the Tucson community. She is a
current member of the Women’s Active 20/30 Club, The Community
Foundation of Southern Arizona, and other local networking groups.
She enjoys wakeboarding, jet-skiing and hiking.
Frey Financial chose to partner with Commonwealth Financial Network, one of the preeminent independent broker/dealers in the United States. The alliance with Commonwealth
helps ensure that clients receive a wide variety of investment choices to complement their goals. Commonwealth also helps the firm best serve clients in a seamless and efficient manner by providing back office, investment, and technology support.
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