Andrew  Gray,  CFP<sup>&reg;</sup> - Financial Advisor

Andrew Gray, CFP®

Founder and Lead Planner

Gray Wealth Strategies

63415 Saddleback Pl
Bend, OR 97701
FINANCIAL ADVISOR'S WEBSITE
(210) 882-2940 CONNECT WITH Andrew
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General

Andrew Gray is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Gray Wealth Strategies in Bend, OR and the surrounding communities.

Financial Advisor Overview

Gray Wealth Strategies is a flat-fee only wealth management firm based in Bend, Oregon that delivers actionable retirement planning and investment solutions for pre-retirees and retirees in person locally and virtually throughout the country.

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Financial Advisor Experience

18+ years of serving retirees and those transitioning into retirement

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Getting Divorced, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources