Financial Advisor – Partner

Trey Gevers CFP®

Trey Gevers is a CFP® professional with years of experience in helping people get the most out of life with their money.

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Favorite Food
Poke
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Favorite Movie
Top Gun
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Favorite Place Travelled
Aguas Calientes, Peru
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Favorite Sport
Golf
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Aspiring to Be
Able to cook the perfect steak

Professional Experience

I became a financial planner because I believe a great plan does two things: builds a secure future and lets you actually enjoy the life you're living right now. As a CERTIFIED FINANCIAL PLANNER™ and managing partner at Gevers Wealth, I specialize in helping people prepare for, navigate, and walk through retirement. I love turning complex strategies into clear, actionable plans that reduce stress and create real confidence.

I graduated from the University of Redlands with a degree in Business Administration and have built my career around one goal: helping people get the most out of life with their money. I have particular depth working with Costco professionals navigating retirement, and I'm the kind of advisor who is always studying, always problem-solving, and always looking for better answers.

About me

Outside the office, I'm a husband to my high school sweetheart and dad to two boys. I run marathons, chase a lower golf handicap, travel whenever I can, and serve through my church and Young Life. I try to live what I advise — a full life, well planned.