Velora Wealth helps professionals, business owners, and families bring every part of their financial lives into one clear, coordinated picture, across investments, taxes, retirement, and protection for the people and things that matter most.
The work is grounded in a simple belief: financial planning is most effective when it is built around someone’s actual life, revisited thoughtfully as that life unfolds, and approached with the long view in mind.
Haley Gray, CFP®, AIF®, is the founder and lead advisor of Velora Wealth. As a CERTIFIED FINANCIAL PLANNER™ professional, she follows the CFP Board’s Code of Ethics and Standards of Conduct, which require her to act as a fiduciary when providing financial planning advice. Her Accredited Investment Fiduciary® designation reflects additional training in the standards that govern fiduciary best practices.
Her perspective is shaped by two distinct backgrounds, both of which directly inform the work she does today.
A career in technology gave her firsthand experience with the financial questions that come with high-earning roles: stock-based compensation, variable income, bonus cycles, and the planning decisions that follow. Having worked inside those systems herself, she can guide clients through them in plain, approachable language.
Growing up in a family of business owners gave her an equally personal understanding of what it takes to run a company well: the cash flow uncertainty, the long planning horizons, the importance of thinking several steps ahead, and the need to keep personal and business finances moving in coordination as both grow. That experience shapes how she works with business owner clients today.
Based in Denver, Velora Wealth works with clients nationally where Haley is licensed and registered.