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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.
 


This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, MD, MI, NM, NV, OH, OR, PA, TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
 

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Copyright © Clay Frey Financial
5151 E. Broadway, Suite 760, Tucson, Arizona 85711
520-545-0345 Tucson Area | 866-514-6001 Toll Free | 520-514-5226 Fax

URL: www.ClayFreyFinancial.com
Email: CFrey@ClayFreyFinancial.com