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The Retirement Architect in Studio: Are we heading into a Recession?

https://youtu.be/K836xU72T4A What is happening in the market? Are we approaching a recession? Many experts seem to think so. Follow along as David Reyes, The Retirement Architect discusses the current state of the market, and strategies to protect your assets during [...]

Does One Rotten Apple Spoil The Bunch?

  Check out this video to get a better understanding of one of the biggest stocks in the market and what influence it is currently carrying out.    Text: Today I want to talk to you about something unique about [...]

Market Update: End of December 2018

https://youtu.be/7u5GsdwPkm0 Click the video to watch David Reyes, The Retirement Architect share the latest in the market and how the year is ending for 2018! 

CASE STUDY: Reducing / Managing Risk

https://youtu.be/gyWKUsnnYqU     I wanted to give you a market update and maybe talk about some areas where you can help to reduce risk. I was meeting with a client this last week, and we’re moving money from a major [...]

The Retirement Architect – Have a Truly Diversified Portfolio

  This week's LIVE! in studio recording gives strategic advice and insight on how to Have a Truly Diversified Portfolio. Watch the video or catch the replay at www.reyesplan.com/radio   Listen to The Retirement Architect every Saturday: KPRZ AM 1210 8am & [...]

December 2018 Market Update

https://youtu.be/SQgHZT2XSSQ What's the latest in the market this week? Big changes are happening! Watch this video to learn more about the current status of this volatile market and the effects it could have on your investments.   Today, I want [...]

Live! In Studio: The Retirement Architect – Bonds vs Annuities

https://youtu.be/KnbI6gRhr_M Click the video above to see David Reyes, The Retirement Architect discussing bonds vs. annuities as a strategy for retirement income   Thanks for listening. Been talking about bonds vs. annuities. Bonds or annuities. And it’s actually a really [...]

How can you plan for long-term care?

https://youtu.be/tYioyLxbNTI Take a minute to watch this video for important information on long-term care, a topic everyone needs to be ahead of.

Empower your retirement knowledge with The Little Red Book of Retirement

When most people think about retirement, they may simply think of an age or an amount of money to retire with. These two factors alone aren’t enough to secure a prosperous retirement. The Little Red Book of Retirement aims to help you address important questions that pertain to your retirement planning needs in an effort to help you get closer to reaching your goals now and in retirement. Download your free digital copy here to get started!

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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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