Danbury, Connecticut based Reby Advisors announces the addition of Southbury, Connecticut resident David Gies to the position of Financial Planner. Mr. Gies is originally from California and is a graduate of the University of California-Berkeley. He has held multiple roles as a pharmaceutical research scientist and has had various positions in finance, healthcare insurance and financial planning. “David’s scientific analytical skills combined with his financial experience will enable him to make a significant contribution in advancing the firm’s mission of inspiring more people to achieve financial peace-of-mind”, said Laurie Ham, CFP®, Chief Operating Officer and Chief Compliance Officer of Reby Advisors.
Founded in 1985, Reby Advisors helps clients prepare for retirement by utilizing their proprietary evaluation tool called the Lifestyle Sustainability Scorecard™, a four-step process that identifies risks enabling a comprehensive plan to be created with the goal of maintaining one’s lifestyle throughout retirement and for the rest of their lives.
Reby Advisors is located in the Lee Farm Corporate Park, 83 Wooster Heights, Danbury, Connecticut. Phone 203-790-4949 - http://www.rebyadvisors.com. Reby Advisors is a registered investment advisor located in Danbury, Connecticut. Securities offered through Triad Advisors member FINRA/SIPC. Advisory services offered through Reby Advisors. Reby Advisors is not affiliated with Triad Advisors.