cb32 bio card
Robert Reay headshot

Robert Reay

CFP®, MSPFP

Adjunct Professor

Robert Reay is an adjunct professor at The American College of Financial Services, where he teaches introductory courses on financial planning to students in the CFP® Certification Education and Chartered Financial Consultant® (ChFC®) Programs.

In addition to teaching, Reay works as a senior financial planner at Adams Wealth Advisors in Logan, Utah. He collaborates with advisors to help clients optimize their wealth and make sound financial decisions. His philosophy is about helping people thoughtfully use their wealth to live meaningfully, find joy, and make a difference.

Reay has built his career in Utah where he’s worked as a financial advisor for JP Morgan and E*TRADE. Prior to his current role, Reay was a financial planning director at Morgan Stanley where he devised wealth strategies for ultra-high net worth clients and coached advisors on effective planning techniques.

Reay received a Bachelor of Science in Finance from Brigham Young University and a Master’s in Personal Financial Planning from Texas Tech University, where he served as a teaching assistant for Deena Katz, CFP® in the program’s Client Communication and Counseling course. He is a Certified Financial Planner® professional and maintains Series 7 and Series 66 securities licenses through FINRA.

Reay has a wife and son. They enjoy hiking and camping in Utah’s beautiful mountains and deserts. He also likes to ski, play chess, and listen to audiobooks about ancient religions, history, and economics.

Retirement Planning

Insurance

Risk Management

Robert Reay is an adjunct professor at The American College of Financial Services, where he teaches introductory courses on financial planning to students in the CFP® Certification Education and Chartered Financial Consultant® (ChFC®) Programs.

In addition to teaching, Reay works as a senior financial planner at Adams Wealth Advisors in Logan, Utah. He collaborates with advisors to help clients optimize their wealth and make sound financial decisions. His philosophy is about helping people thoughtfully use their wealth to live meaningfully, find joy, and make a difference.

Reay has built his career in Utah where he’s worked as a financial advisor for JP Morgan and E*TRADE. Prior to his current role, Reay was a financial planning director at Morgan Stanley where he devised wealth strategies for ultra-high net worth clients and coached advisors on effective planning techniques.

Reay received a Bachelor of Science in Finance from Brigham Young University and a Master’s in Personal Financial Planning from Texas Tech University, where he served as a teaching assistant for Deena Katz, CFP® in the program’s Client Communication and Counseling course. He is a Certified Financial Planner® professional and maintains Series 7 and Series 66 securities licenses through FINRA.

Reay has a wife and son. They enjoy hiking and camping in Utah’s beautiful mountains and deserts. He also likes to ski, play chess, and listen to audiobooks about ancient religions, history, and economics.

Retirement Planning

Insurance

Risk Management