Reyes Financial Architecture, Inc.(RFA) is a Registered Investment Advisory firm providing financial planning and investment management services to highly successful families and business owners. For over two decades, RFA’s Founder, David Reyes, has partnered with the elite "best of class" CPAs, attorneys and money managers to provide independent, client centric advice to help clients reach their financial goals as our interests are the same as yours – To Protect Wealth, Dreams and Legacies.
David Reyes, Jr. Julie Reyes, CPA |
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David Reyes is founder and Chief Investment Officer of Reyes Financial Architecture, Inc., a Registered Investment Advisory firm specializing in tax reduction strategies, as well as asset preservation, retirement planning and generational wealth planning. David works in collaboration with leading CPA’s, attorneys, and financial advisors to design and implement strategic tax, retirement plans for families, successful business owners and closely held corporations. David has been an advisor for over 20 years and holds multiple licenses and registrations in the financial, real estate, and insurance fields. David is featured in many magazines, such as “Kiplinger Personal Finance Magazine”, “Boomer Market Advisor”, and is a co- author of the following books: “Love, Money, Control: Reinventing Estate Planning”, and “Living and Learning: Achieve Retirement and Education Security”. David presents to many professional and public groups including CPA’s and attorneys on retirement, tax, estate planning and asset protection. David is a graduate of Michigan State’s “Esperti Peterson Institute”, which focused exclusively on collaborative wealth strategies for ultra-high net worth families and business owners. David is also a graduate (distinguished) from UCLA, in their Personal Financial Planning (PFP) accelerated curriculum. 
Julie Reyes is Chief Financial Officer and Chief Compliance Officer of Reyes Financial Architecture, Inc., a Registered Investment Advisory firm specializing in tax-reduction strategies, as well as asset preservation, retirement planning and generational wealth planning. Julie is a Certified Public Accountant and a California Real Estate Broker. She also holds multiple licenses in the insurance and financial services fields. Julie graduated from The Pennsylvania State University with distinguished honors in 1997 and began her career with Price Waterhouse LLP that year. She became a Real Estate Broker in 2002 and has worked with David and the firm since 2006. Julie now uses her financial background and expertise to help a wide range of clients minimize their tax liabilities, maximize their cash flow, and protect their assets. 
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