Harold "Trey" Fairman III, AIF, JD, LLM

An investment advisor, tax attorney, licensed insurance agent in multiple states, a licensed life settlement broker, an Accredited Investment Fiduciary®, and a member of the California Bar. More than 25 years experience as an insurance broker and tax planner in the high-net-worth market; now providing retirement plan advisory services. Life insurance, life settlement, TOLI, STOLI, retirement plans, and premium financing are a few of the topics I address.

Areas of Expertise