Check the background of this financial professional on FINRA’s BrokerCheck
About
One clear plan for your whole financial life.
For professionals and business owners whose finances have grown more complex than the plan supporting them.
Why Clients Work With Velora Wealth
Built for people who've done everything right and still feel uncertain.
Financial planning is most effective when it is built around someone’s actual life.
Many people come to Velora Wealth after years of doing the right things financially but still feeling uncertain about their next decision.
They have built successful careers, accumulated assets, saved diligently, and created opportunities for themselves. What they often need is a strategy that connects all the moving pieces.
Velora Wealth brings investments, taxes, retirement planning, and protection strategies together into one coordinated plan so every decision can be made within the context of the bigger picture.
Experience That Shapes the Advice
Perspectives that come from having lived the decisions.
Background in Technology
Inside knowledge of how tech careers actually work
Before becoming a financial advisor, Haley worked in the tech sector. That experience provides direct insight into the financial decisions professionals face: equity compensation, concentrated stock positions, changing compensation structures, and the unique complexity of career transitions in high-growth environments.
Family of Business Owners
A firsthand view of what building a company costs
Haley grew up in a family of business owners and saw firsthand the challenges that come with building a company. That perspective helps her understand the competing priorities many business owners face as they balance cash flow, taxes, growth, and long-term financial goals without losing sight of either the business or personal picture.
Haley Gray
- CFP®
- AIF®
Haley founded Velora Wealth to give people that missing strategy: one coordinated plan instead of a scattered set of accounts and decisions made in isolation.
As a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary®, she is held to a fiduciary standard, which requires her to put your interests first. Her work is straightforward: understand where you are, bring your financial life into a single plan, and help you make informed decisions that hold up over time.
The Approach
Planning that keeps up with your life
Coordinated
Each decision is made with the full picture in view, not on its own
Intentional
Built around your actual goals, not generic benchmarks
Ongoing
Revisited as income, priorities, and opportunities change
Get Started
Start With A Conversation
No obligation. No pressure. A chance to understand your goals and determine fit.