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Where your legacy is our legacy.
Here at Frey Financial, wealth management isn’t just a career. It’s our way of life. In fact, financial planning runs in the family. Clay Frey has been a financial advisor since 1980 and founded Frey Financial in 2006. His daughter, Chrissy, joined the firm as an independent financial advisor in 2008. However, our roots trace back a generation further—Clay’s father was a financial advisor with Investors Diversified Services (IDS) in the 1950’s.
Along with a strong family history of wealth management, we are also proud to showcase our family’s military history throughout our office. Many of our clients are quick to notice the Navy-themed décor in our conference room highlighting Clay’s parent’s wedding in Sasebo, Japan during the Korean War (Conflict). Clay’s Father was a Naval Lt.-Navigator on the destroyer USS Pennsylvania in WWII and also served in the Korean War. Clay’s Mother served as an Army M.A.S.H. doctor in Korea and Japan. But our business isn’t about our family. It’s about what we can do for you and yours. We’re here to help your family build generational wealth through personalized retirement planning, tax reduction strategies and long-term wealth management.
Feel confident in your financial future with Frey Financial.
As independent financial advisors, we can provide you with the freedom to explore unlimited choices for achieving your financial goals. Our firm is up to date with the latest technologies, resources, and investment solutions. We constantly strive to improve our management strategies so we can deliver best in practice service to you.
Choose a local, community-oriented business.
Frey Financial has a long history in Tucson—Clay Frey has been a local financial advisor since 1980, and Chrissy represents the next generation of financial planners in our community. Chrissy has helped extend our financial planning services to a greater diversity of clients, including younger families, law enforcement and first responders, and young professionals. Both Chrissy and Clay have been active in local organizations, including Tucson Museum of Art, The Foothills Club of Tucson, Southern AZ Law Enforcement Foundation and Museum of Contemporary Art to name a few. Chrissy also supports the efforts of AZCA Financial Group, LLC, located in Carlsbad, CA and Scottsdale, AZ.
CERTIFIED FINANCIAL PLANNER®
“I have been helping people like you create more wealth with tailored recommendations that will meet your spending needs for a comfortable retirement. If you are approaching retirement or already retired and you are looking for the right advisor, I am applying for the job! I perceive myself to be a teacher and can provide the tools and services you need to help resolve your retirement concerns. I am also a Certified Financial Planner® practitioner and have a degree in business administration. In my spare time, I like to scuba dive, ski, hike and spoil my fantastic grandchildren.
Investment Adviser Representative
I graduated from the University of Texas in San Antonio with a bachelor’s degree in Marketing and a minor in Business Management. I began my financial services career as an advisor with Morgan Stanley. Since joining Frey Financial in 2008, as an independent Investment Adviser Representative, I have dedicated myself to providing world-class client service and professional advice, free from proprietary influences present at many Wall Street firms. I continue to build a strong client base with Tucson Public Safety Officers and employees of the City of Tucson. I have extensive knowledge of the city’s deferred compensation and the DROP plan. I have helped many employees retire early and with dignity. I am also an associated partner with AZCA Financial Group, LLC in Carlsbad, CA and Scottsdale, AZ.
I am passionate about fund-raising for the local community. I am a founding member of the Foothills Club of Tucson and I have served on the boards of several other nonprofit organizations in southern Arizona. I am a proud third-generation financial advisor and a loving mother to my beautiful daughter, Fredricka.
Before I joined the team at Frey Financial, I worked with seniors helping them with their personal bookkeeping. I met Clay through a mutual client and after seeing first-hand how he goes above and beyond for his clients, I happily agreed to become his assistant in July 2012. I have a Bachelor of Science degree in accounting. I enjoy spending time with my family, hiking, and horseback riding.
My role on the Frey Financial team is a financial analyst. I have an extensive background in the banking industry managing personal and commercial accounts. My family and I made the decision to move back to my home state after spending the last 5 years in Texas. This decision paved my path to Clay and Frey financial where I continue to assist our amazing clients with their retirement journey. I enjoy baking with my kids, horseback riding, family gatherings and off road adventures.