A complete list of active advisors currently associated with Rea Financial

Warmer can help you find a great advisor at Rea Financial or one who fits your needs even better.

Rea Financial provides discretionary asset management, financial planning, and consulting to individuals and high‑net‑worth clients. Services described in the brochure include direct portfolio management across stocks, bonds, mutual funds, ETFs, variable annuities, REITs and options, plus written financial plans covering tax, retirement, insurance, business, mortgage/debt and real estate analysis. The firm describes an investment approach that blends fundamental and technical analysis with modern portfolio theory, employing long‑ and short‑term, income and hedging strategies tailored to each client’s goals and risk tolerance. Accounts can be managed using internal, custom portfolios or by selecting model managers through a Turnkey Asset Management Program with Triad Wealth Partners, and reviews are performed at least annually with billing handled quarterly. Distinctive features highlighted in the brochure include that certain supervised persons are also licensed insurance agents and may receive commission compensation for insurance product sales, a conflict the firm discloses and says clients may reject or implement recommendations through other agents. The firm also notes it is newly registered in 2026, uses Schwab Advisor Services for custody and ancillary support, and discloses fee‑sharing arrangements with third‑party money managers when those TPMMs are selected.

To learn more about the advisors currently working at Rea Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Enrique Loscher	Orlando, FL	0
Logan Wolfley	Orlando, FL	3

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

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