Specialties
About Me
Rex Emery is one of the founders and partners of Legacy Wealth Partners, LLC.
Practicing as a financial planner since 2004, Rex specializes in personal wealth management for individuals and business owners, and his approach is all about teaching. Having parents who were both educators, he enjoys helping clients understand how all of the financial decisions they make work together. Rex is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Life Underwriter® and Retirement Income Certified Professional®. He also holds his FINRA Series 7 (General Securities) & Series 66 (Uniformed Combined State Law), Series 24 (General Securities Principal) licenses and is licensed in Life, Accident, Health and Disability. Active in the community, Rex regularly speaks to groups about financial preparedness, tax planning and current market and economic trends. Rex is currently serving in a leadership role for a local men’s group that organizes Boot Camps to help men become better men, leaders, fathers, brothers and husbands. Rex is actively involved in the industry. From 2010–2013, Rex was an instructor at the University of Denver in the Graduate Tax Program, where he taught continuing education for licensed Certified Public Accountants and Attorneys. Rex lives in Arvada, Colorado with his wife, Jessica. They have two young daughters, and their favorite pastimes are going camping, fishing, overlanding, and they spend many weekends at softball fields.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP, RICP, CLU
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Disclosures
Sender accepts no liability for any errors or omissions arising as a result of this transmission. This message, including attachments, is intended only for the use of the individual or entity to whom it is addressed, and may contain information that is privileged, confidential and exempt from disclosure under applicable law. If you are not the intended addressee, you must not use, copy, disclose or take any action based on this message or any information herein. If you received this message in error, please immediately notify us. Legacy Wealth Partners, LLC and its affiliates reserve the right to archive, monitor and review all email. This message does not constitute an offer to sell or a solicitation of an offer to buy any security. Accordingly, no representation or warranty, expressed or otherwise, is made to, and no reliance should be placed on, the fairness, accuracy, completeness or timeliness of the information contained herein. Advisory Services offered through Legacy Wealth Partners, LLC. Securities may be offered through DMK Advisor Group, Inc.