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“You Retire Once, We Retire Everyday”

YOUR
COMPREHENSIVE
WRITTEN
RETIREMENT
INCOME PLAN

INCOME
PLANNING
FOR LIFE

PORTFOLIO RISK &
RETURN
MANAGEMENT

ASSET
FEE
CONTROL

INCOME
TAX
MANAGEMENT

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 and 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.

Retirement Planning San Diego & Financial Planner San Diego

Meet the Team

David Reyes

Founder, Chief Financial Architect

Julie Reyes

Chief Financial Officer, Chief Compliance Officer

Tania Rivers

Client Relations Associate

Deborah Spencer

Operations Manager

Crystal Hilsley

Business Development Associate

Nancy Schuth

Medicare Consultant

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Julie Reyes

Chief Financial Officer, Chief Compliance Officer

Julie Reyes is Chief Financial Officer and Chief Compliance Officer with Reyes Financial Architecture, Inc., a Registered Investment Advisory Firm specializing in portfolio risk management strategies, retirement income distribution and generational wealth planning. Julie is a Certified Public Accountant (Inactive) and a California Real Estate Broker. She also holds multiple licenses in the insurance and financial services fields. Julie graduated from Pennsylvania State University, with distinguished honors in 1997 and began her career with Price Waterhouse, LLP that year specializing in tax and audit. She became a California Real Estate Broker in 2002. Julie has worked with David and Reyes Financial Architecture since the company’s inception, and uses her financial background and expertise to help a wide range of clients protect their assets, minimize their tax liabilities and maximize their cash flow.

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David Reyes

David Reyes is the Founder of Reyes Financial Architecture, Inc., a Registered Investment Advisory Firm specializing in portfolio risk managed strategies, retirement income distribution planning and social security planning. David works in collaboration with CPA’s, attorneys and other money managers to ensure that all planning is not only implemented but also integrated. This collaborative team approach seeks to ensure the highest probability of success.

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 co-author of four books on estate and retirement planning. David’s latest book “The Little Red Book of Retirement” has recently been released. Currently David is working on a new book entitled, “Momma’s Secret Recipe to a Successful Retirement” with Jack Canfield. David advises many professional and public groups including CPA’s and Attorneys on retirement, taxes, estate planning, and asset protection. David is also the host of “The Retirement Architect Radio” heard every Saturday on 1210 AM KPRZ.

David is a distinguished graduate from UCLA’s Personal Financial Planning program and is a graduate of e Wharton Business School in their Retirement Income Planning Certification program. David has also been named 2015 Advisor of the Year by the National Social Security Association (NSSA) for his advocacy to educate retirees on maximizing their retirement income.

David and Julie have been blessed with three wonderful children, Morgan, Taylor and young David Reyes, III. David’s hobbies include Tennis, Church fellowship and spending time with his family.

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