Our Story
David was fortunate to experience a close and beneficial relationship with his grandfather. As David’s grandfather aged, he was diagnosed with dementia and it wiped out his estate. It made such an impact, David made the decision to utilize this experience to effectively pay it forward and assist others to avoid this devastating life ordeal.
This experience is what shaped the business philosophy of: because we are responsible for our client’s entire estate our first goal is to protect assets, our second responsibility is to grow your assets and ultimately create lifetime income streams you and your family can never outlive.
Our goal is to be a calming influence in and throughout retirement.
Our Story
David was fortunate to experience a close and beneficial relationship with his grandfather. As David’s grandfather aged, he was diagnosed with dementia and it wiped out his estate. It made such an impact, David made the decision to utilize this experience to effectively pay it forward and assist others to avoid this devastating life ordeal.
This experience is what shaped the business philosophy of: because we are responsible for our client’s entire estate our first goal is to protect assets, our second responsibility is to grow your assets and ultimately create lifetime income streams you and your family can never outlive.
Our goal is to be a calming influence in and throughout retirement.
Our Story
David was fortunate to experience a close and beneficial relationship with his grandfather. As David’s grandfather aged, he was diagnosed with dementia and it wiped out his estate. It made such an impact, David made the decision to utilize this experience to effectively pay it forward and assist others to avoid this devastating life ordeal.
This experience is what shaped the business philosophy of: because we are responsible for our client’s entire estate our first goal is to protect assets, our second responsibility is to grow your assets and ultimately create lifetime income streams you and your family can never outlive.
Our goal is to be a calming influence in and throughout retirement.
Our Story
David was fortunate to experience a close and beneficial relationship with his grandfather. As David’s grandfather aged, he was diagnosed with dementia and it wiped out his estate. It made such an impact, David made the decision to utilize this experience to effectively pay it forward and assist others to avoid this devastating life ordeal.
This experience is what shaped the business philosophy of: because we are responsible for our client’s entire estate our first goal is to protect assets, our second responsibility is to grow your assets and ultimately create lifetime income streams you and your family can never outlive.
Our goal is to be a calming influence in and throughout retirement.
Our Story
David was fortunate to experience a close and beneficial relationship with his grandfather. As David’s grandfather aged, he was diagnosed with dementia and it wiped out his estate. It made such an impact, David made the decision to utilize this experience to effectively pay it forward and assist others to avoid this devastating life ordeal.
This experience is what shaped the business philosophy of: because we are responsible for our client’s entire estate our first goal is to protect assets, our second responsibility is to grow your assets and ultimately create lifetime income streams you and your family can never outlive.
Our goal is to be a calming influence in and throughout retirement.
Meet the Team
David Reyes
Founder, Chief Financial Architect
Julie Reyes
Chief Financial Officer, Chief Compliance Officer
Adriana Rascon
EXECUTIVE ASSISTANT
Adriana Rascon
EXECUTIVE ASSISTANT
Deborah Spencer
OPERATIONS MANAGER
Deborah Spencer
OPERATIONS MANAGER
Nicole D’Ambrogi
ESQ. AFFILIATED ESTATE PLANNING ATTORNEY IN PRIVATE PRACTICE
Nicole D’Ambrogi
ESQ. AFFILIATED ESTATE PLANNING ATTORNEY IN PRIVATE PRACTICE
Noelle Bernal
MEDICARE CONSULTANT
Noelle Bernal
MEDICARE CONSULTANT
REYES RESOURCE CENTER
Your path to Financial Freedom starts with education. The Reyes Resource Center is your central location to find the information you want. You’re one click away from starting your journey to Financial Freedom.
First Show
TV Show
Season 2 : Episode 2
Season 2 : Episode 3
Season 2 : Episode 4
Radio Show
- December 4th, 2022 – David Reyes, The Retirement Architect “Understanding Your Fee Structure & How That Can Add Years To Your Retirement”
- November 27th, 2022 – David Reyes, The Retirement Architect “How Do You Ensure Your Assets Are Producing Cash Flow?”
- November 20th, 2022 – David Reyes, The Retirement Architect “Estate Planning: An Important Piece In Your Retirement”
- November 13th, 2022 – David Reyes, The Retirement Architect “Are Treasury Bonds A Good Investment For Your Retirement?”
- November 6th, 2022 – David Reyes, The Retirement Architect “Taxation: How Can It Impact Your Retirement Plan?”
- October 30th, 2022 – David Reyes, The Retirement Architect “Avoiding Losses In Retirement”
- October 23rd, 2022 – David Reyes, The Retirement Architect “Dividends As A Core Piece Of Your Portfolio”
- October 16th, 2022 – David Reyes, The Retirement Architect “How To Avoid Losses & Mitigate Risk During A Shaky Market”
- October 9th, 2022 – David Reyes, The Retirement Architect “Converting your Retirement Savings Into Retirement Income”
- October 2nd, 2022 – David Reyes, The Retirement Architect “Protecting Your Capital From Today’s Inflation”
THE LITTLE
RED BOOK
OF RETIREMENT
High Net Worth Investor Edition
PRESENTED BY DAVID REYES
The Little Red Book of Retirement
aims to help you address important questions that pertain to your retirement planning needs in reach your goals now and in retirement.
Momma’s Secret Recipe for Retirement Success
Get The Truth About Risk, The Stock Market, Fees, and Annuities! Momma’s Secret Recipe will change the way you view your money forever.
REQUEST YOUR PERSONAL COMPLIMENTARY FINANCIAL REVIEW
Disclosures
Reyes Financial Architecture, Inc. (“RFA”) is an SEC registered investment advisory firm. Such registration does not imply a certain level of skill or training. For a copy of RFA’s current form ADV 2A Brochure that includes a description of our services provided, fees charged and other important information, please call us at 858-597-1966 or go to www.adviserinfo.sec.gov . RFA may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in states or international jurisdictions where RFA is not registered or licensed shall be limited so as not to trigger registration or licensing requirements. For additional important disclosures, please click here.
Chief Financial Officer, Chief Compliance Officer