Trey Gevers CFP®

Partner - Financial Advisor

Trey Gevers is a CFP® professional and partner of Gevers Wealth Management in Issaquah, WA, where he helps retirees and pre-retirees build financial plans they can actually live on.

Visit Trey Gevers CFP®'s Website

About John Doe

John Doe is a certified financial planner who specializes in helping individuals and families achieve their financial goals. With over a decade of experience in the financial services industry, he has a proven track record of providing sound financial advice and strategies tailored to each client's unique situation.

Expertise

John's expertise includes retirement planning, investment management, and tax optimization. He believes in a holistic approach to financial planning, ensuring that all aspects of a client's financial life are considered.

Making the Most of Company Stock in Your 401K
Retirees & Pre-Retirees

Making the Most of Company Stock in Your 401K

Making the Most of Company Stock in Your 401K

Concert photo illustrating inflation and investing theme
Newsletters

Paul McCartney, Inflation, & Our Investments

What Paul McCartney can teach us about inflation and why it matters for your investment portfolio.

Bear market illustration
Newsletters

There’s a Bear in our Backyard! – Three Kinds of Bear Markets

Not all bear markets are the same. Understanding the three types can help you stay calm and make better decisions.

Stock market chart showing first half 2022 performance
Newsletters

Stocks Have Worst First Half in 50 Years

The first half of 2022 has been one of the worst for stock investors in 50 years. Here's what to make of it.

Trey Gevers CFP designation announcement
Newsletters

Congratulations Trey! – What's with all the C's?

We celebrate Trey Gevers earning his CFP designation and explain what all those credentials mean for our clients.

Federal Reserve interest rate chart
Newsletters

Too Hot, Too Cold…or Will the Fed Get It Just Right?!

As the Fed continues to raise rates to fight inflation, we examine whether they can engineer a soft landing.

Mountain biker on a trail in Sedona Arizona
Newsletters

Mountain Biking & Investing

What mountain biking teaches us about navigating market volatility with the right mix of caution and confidence.

Tax planning documents and calculator
Newsletters

It’s Almost Tax Time… 100 Tax Changes Coming, are you Prepared?

Major tax changes are on the horizon. Here's what you need to know before tax season.

Silicon Valley Bank sign and news coverage
Newsletters

Give Me Back My Money! Lessons from the Silicon Valley Bank Collapse

The SVB collapse rattled markets. Here's what investors should learn and how to protect themselves.

US Capitol building representing government debt ceiling debate
Newsletters

The Debt Ceiling, Defaults, and Diversifying

What the debt ceiling debate means for your investments and why diversification matters more than ever.

Steve Miller Band inspired financial planning illustration
Newsletters

Some Financial Advice from the Steve Miller Band

What can the Steve Miller Band teach us about personal finance? More than you'd think.

Person reviewing financial documents with a pencil
Tech Employees

Did Your Company Stock Cause a Big Tax Bill?

If you hold or sell company stock, you may be facing a surprise tax bill. Learn strategies to reduce the impact.

Costco employee reviewing retirement documents
Costco Professionals

Costco Employee Retirement Guide

A comprehensive retirement guide for Costco employees approaching retirement.

Musical notes and financial charts
Newsletters

2025 Tax Changes and Good Music

Key federal and Washington State tax changes for 2025.

Person reviewing financial documents at a desk
Costco Professionals

Managing your Costco RSUs

A guide to managing Costco RSUs from two perspectives: investment strategy and tax planning.

Microsoft Voluntary Retirement Program
Tech Employees

Microsoft Voluntary Retirement Package What You Need to Know

Microsoft's first-ever VRP offers cash severance, extended RSU vesting, and a 5-year healthcare bridge. Here's how to evaluate the offer before the June 8th dea

Diversifying Concentrated Positions
Tech Employees

Did Your Company Stock Cause a Big Tax Bill?

Stock compensation gets taxed twice — at vesting and at sale. Here's how to understand both tax events and avoid the surprise bills and IRS penalties they cause

Concentration Risk and Diversification
Tech Employees

Strategies for Managing a Large Single Stock Position

Too much wealth in one stock is a real risk. Here are five strategies — from tax-loss harvesting to exchange funds — for diversifying without a massive tax bill

Tax Smart Investing Issaquah Financial Planning
Tech Employees

Maximizing Returns by Minimizing Taxes: 10 Strategies for Tax-Smart Investing

Taxes can quietly erase a fifth of your investment growth. Here are 10 practical strategies — from tax-loss harvesting to HSAs — to keep more of what you earn.

Securities Backed Lending Financial Planning Issaquah
Tech Employees

Securities Backed Lending

A securities-backed loan lets you borrow against your portfolio without selling — avoiding taxes and staying invested. Here's how they work and when to use one.

DAF Tax Planning
Tech Employees

Donor-Advised Funds: A Smart Strategy for Charitable Giving and Tax Planning

A donor-advised fund lets you take the tax deduction now and give on your own timeline. Here's how DAFs work and when they make sense in a financial plan.

WA State Tax Changes Financial Planning Issaquah
Tech Employees

2025 Washington State Tax Changes: What You Need to Know

WA capital gains now hit 9.9% above $1M, and the estate tax exemption rises to $3M with a top rate of 35%. Here's what changed and how to plan around it.

RSU Taxation
Tech Employees

How Are My RSUs Taxed, and What Can I Do to Reduce Taxes?

RSUs are taxed twice — at vesting and at sale. Here's how to understand both tax events and use strategies like tax-lot selection and loss harvesting to keep mo

Issaquah Retirement Plan
Retirees & Pre-Retirees

Retiring in Issaquah? Here’s What You Should Know About Planning Your Next Chapter

From tax-efficient income planning to estate documents, here's how Issaquah retirees can build a confident, clear financial plan for the next chapter of life.

Retirement Planning Items from the One Big Beautiful Bill
Retirees & Pre-Retirees

The One Big Beautiful Bill Just Became Law

The new tax law brings a $6,000 senior deduction, a higher estate exemption, and more. Here's what it means for your retirement plan.

Tax Smart Investing for Tech Professionals
Tech Employees

What is a Direct Index and How Is It Better than Index Fund Investing

Direct indexing lets you own individual stocks in an index for better tax-loss harvesting and customization. Here's how it works and who it makes sense for.

Costco Professional Financial Planning
Costco Professionals

Preparing Your Finances For A Retirement From Costco

From confirming your retirement plan to tax strategies like NUA and Roth conversions, here's what Costco employees should do before their last day.

NUA Tax Strategy for Costco Professionals
Costco Professionals

NUA: A Hidden Tax Strategy for Costco Employees With Company Stock

If you have appreciated Costco stock in your 401(k), the NUA strategy could shift thousands in gains from ordinary income tax rates to lower capital gains rates

Costco Wholesale Image
Costco Professionals

Retiring from Costco? Here’s What You Need to Think About

From income planning and Social Security to healthcare and estate taxes, here's what Costco professionals need to address before their last day on the job.

Certified Financial Planner™
Retirees & Pre-Retirees

Fee-Only Fiduciary Financial Advisors and CFP® Professionals: What It All Means

Fee-only, fiduciary, CFP® — three terms that separate trustworthy financial advisors from the rest. Learn what each means and why all three matter together.

Costco employee retirement savings guide — where to invest beyond the 401(k) match
Costco Professionals

Costco’s 401(k) Match Isn’t Great. Here’s Where You Should Save Next

Costco only matches up to $500/year in your 401(k). Issaquah financial advisors break down exactly where Costco employees should save next to optimize wealth.

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