Treygon Oler RP®

Treygon Oler is a Registered Paraplanner℠ and is a Portfolio Administrator at Monterey Private Wealth.  He performs analysis for client accounts and investments, and helps build financial plans for clients.  He also handles portfolio rebalancing and trading of securities.

Treygon earned a Bachelor of Science degree in Business Management with an emphasis in Finance from Brigham Young University-Idaho. At BYU-I, he was a president of the BYU-I Investment Society.  He was also nominated by his professors and was awarded the Newel K. Whitney Distinguished Scholar Award, which is given to students who are being honored for their character, diligence and pursuit of excellence, and who represent the University as an exemplary graduate.

Treygon is an investment professional with an analytical mind. He applies to his job as a portfolio administrator the steady work ethic he developed growing up on a family farm in Idaho and working his way through college.

Outside the office, Treygon is a member of Rotary International.  He enjoys playing sports, hunting, fishing, and camping with his family.