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
Sheila M. Hoopes
CFP®, Financial Advisor
Sheila M. Hoopes
CFP®, Financial Advisor
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
- September 24th, 2023 – David Reyes, The Retirement Architect “Implemeting The 5% Solution”
- September 17th, 2023 – David Reyes, The Retirement Architect “Mitigating Taxes & Tailoring A Plan For You”
- September 10th, 2023 – David Reyes, The Retirement Architect “How Do We Create A Plan Of Certainty In An Uncertain World?”
- September 3rd, 2023 – David Reyes, The Retirement Architect “Producing Predictable Cashflow”
- August 27th, 2023 – David Reyes, The Retirement Architect “What If We Created Your Own Pension To Create An Income Flow?”
- August 20th, 2023 – David Reyes, The Retirement Architect “Ideal Long-Term Growth Plans in Retirement”
- August 13th, 2023 – David Reyes, The Retirement Architect “What Kind Of Lifestyle Can I Afford In Retirement?”
- August 6th, 2023 – David Reyes, The Retirement Architect “How Much Money Do You Actually Have To Depend On”
- July 30th, 2023 – David Reyes, The Retirement Architect “What Investment Tools Do You Have Ready With Rising Interest Rates?”
- July 23rd, 2023 – David Reyes, The Retirement Architect “Using The 5% Solution To Create Cash Flow”
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