CFP®, CLU®, RICP®
PARTNER, PRIVATE WEALTH ADVISOR
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 and overlanding.