John Rey

Background

About John Rey

Professional Overview I empower individuals and families to achieve financial security and peace of mind. Currently I serve as the Chief Planning Officer for Tushaus Wealth Management firm. With a focus on helping clients prepare for retirement, our firm is committed to providing comprehensive financial solutions. In addition, for several years, I have worked closely with Mater Dei Catholic School Foundation’s money managers, ensuring that funds are appropriately invested for the long-term financial stability of the school. My early career includes working at Ernst & Young LLP, where I obtained my CPA license and gained invaluable experience as a Senior Audit Associate. Following this, I had the privilege of working at the New York Stock Exchange in its Market Surveillance Division, where I honed my skills in monitoring and ensuring compliance within the financial markets. Additionally, I worked for a boutique asset management firm, further expanding my expertise in investment management. For over six years, I operated a CPA and tax firm, where I specialized in tax preparation for individuals and estates. My qualifications include a Master of Science in Business Administration from San Diego State University, with a specialization in financial and tax planning. Furthermore, I hold the Certified Financial Planner (CFP®) credential, which highlights my commitment to upholding the highest standards of professionalism and ethics in the field. In addition to my experience in the financial sector, I am proud to have worked at Mater Dei Catholic High School for several years in various leadership capacities, serving as its President for over 5 years. Who I Am I believe in working for the greater good and treating others how I would like to be treated. I am grateful for the privilege of assisting my clients in aligning their wealth with their aspirations in a manner that instills comfort and confidence. It brings me joy to accompany them on their path towards overall well-being and a life of prosperity. I dedicate my life to serving others. What is Unique About Me I am proud of my professional accomplishments but find my greatest joy in being a husband and a father of three children. When not working, I spend time with my family and enjoy cycling, running, and coaching my children’s soccer and baseball teams.