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BLOG2019-02-06T21:44:32+00:00

The Reyes Difference – David’s Personal Story

Check out this video to get some insight into David's personal story which lends to the purpose in his passion to help his clients achieve retirement success. Context is always beneficial to ensuring you are matched with the right advisor [...]

February 2019 – Market Update

What is happening as we are watching the market shift? The feds are capping rate hikes and the results are stabilizing the market - but are they?   Hi David Reyes here with you. I wanted to give you a [...]

The Reyes Difference – Our 3 Meeting Process

How do you choose an advisor with so many options? The Retirement Architect, David Reyes has been in the industry for over 24 years. This experience has created and developed our signature three meeting process. Our office spends over 15 [...]

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.   Today I want to talk to you about something unique about a [...]

End of December 2018 – Market Update

  Click the video to watch David Reyes, The Retirement Architect share the latest in the market and how the year is ending for 2018!   Hi, David Reyes here. I thought it was a good time to give you [...]

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 & [...]

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 [...]

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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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