Trey O'Connor

Robert "Trey" O'Connor discovered a passion for investing, personal finance, and entrepreneurship growing up in Northern California. He went on to earn a Bachelor of Business Administration in Finance and Entrepreneurship from Gonzaga University. He holds the Securities Industry Essentials (SIE), Series 7, and Series 66 certifications as he builds his career in wealth management.

Before entering the financial services industry, Trey built an online community of more than one million followers through digital content creation and live streaming, an experience that sharpened his ability to communicate complex ideas clearly, build trust with diverse audiences, and show up consistently for the people counting on him. Those same principles guide the way he works with clients today.

Trey believes that great financial advice begins with listening. He takes the time to understand each client's goals, values, and vision for the future before developing personalized strategies designed to build and preserve long-term wealth. His goals are straightforward: make financial planning feel approachable, remove the complexity, and serve as a trusted partner through every stage of a client's financial life.

Trey is based in the Bay Area and enjoys golf, fitness, snowboarding, traveling, and cars.