Garrett J. Frey CFP®
Associate Advisor

Email GARRETT

Garrett Frey joined the Signature Financial team as an Associate Advisor in January of 2022, bringing with him nearly a decade in the financial planning industry. In this role, Garrett works directly with our clients as an advisor to create unique solutions to their specific financial challenges as well as alongside the rest of the Signature team to support and add value to our client services.

His contagious enthusiasm and sharp mind have not gone unnoticed, and our clients have already seen the benefit of his dedication to finding creative approaches to customized financial plans.

A 2014 graduate of Princeton University, Garrett earned his Bachelor’s Degree in Economics before entering the financial services industry. While at Princeton, he captained the varsity wrestling team — quite a personal and athletic accomplishment! When he’s not working, you’ll find Garrett immersed in the sports he loves, spending his time playing golf, spectating, mentoring/coaching (currently, he’s an assistant wrestling coach for the 2022 WPIAL Champion Quaker Valley HS Wrestling Team!), and is a member of the Pittsburgh Field Club. Along with a naturally competitive nature, Garrett is an explorer at heart. You’ll see this adventurous spirit in his love of traveling and trying new cuisines, along with his unbridled curiosity about pretty much anything and everything he encounters.

Born and raised in the Greater Pittsburgh area, Garrett currently resides in Sewickley, PA, with his wife, Taylor, and their two cats.

A chat with Garrett

Why did you get involved in the financial planning industry?

Simply put – because people need advice. The financial planning industry is both complex and confusing. Early on in my career, I realized that there is so much more to wealth management than building an investment portfolio. The value of a well-executed financial plan that takes all the various aspects of financial planning into consideration is paramount for financial success.

My favorite part about the industry is that there is no “click a button” solution; each plan needs to be customized to the individual based on their goals and objectives. Clients need a financial advisor that understands them and can provide a unique solution to their unique situation. I enjoy creating those customized financial plans that help individuals and families achieve their financial goals.

What would you tell a potential client about the benefits of working with you directly?

The greatest benefit of working with me directly is that I embrace new challenges. If I do not know the answer, I won’t stop until I find it. I will NEVER sit in front of a client and pretend to know the answer to a question or a problem. People deserve to have an advisor willing to set their ego aside to find the right solution versus an advisor who is afraid to admit they do not know the answer and lose their credibility as the “expert,” which ultimately erodes trust.

What would you say is your greatest accomplishment?

The thing I am most proud of is being captain of the Princeton Wrestling team along with my athletic accomplishments in the sport of wrestling.

AS PERSONAL AS YOUR SIGNATURE

Referrals are always appreciated