blog

blog

LIVE! In Studio The Retirement Architect October 2018

Click on the video to watch The Retirement Architect, David Reyes Live! In Studio “It’s important that people deal with someone to make sure to prove and provide that guaranteed lifetime income.” Did you know that 1 in 5 investors know which funds they own? And that’s pretty unbelievable. The Retirement… Read More

How To Choose a Financial Advisor

Watch this informative and interactive video to learn more about our services!

Live! In Studio The Retirement Architect: Annuity Insights

Click the video above to follow along as David Reyes, The Retirement Architect provides insightful information on Annuities The third act. There have been many revolutions over the last century, but most are not as significant as longevity. The longevity revolution. We’re living an average of 34 years longer than our great-grandparents. You know, think… Read More

The Little Red Book of Retirement Chapter 1

The Little Red Book of Retirement Chapter 1 The financial services industry uses HNW as a classification to designate an individual or family of high net worth. Every region and financial institution classifies high net worth differently, but generally, they are grouped based upon a given dollar amount of their liquid assets. HNW can qualify… Read More

Just Released: The Little Red Book an excerpt from the Foreword

The Little Red Book of Retirement – The Foreword In 1995, my first year as an advisor, my grandfather passed away after fighting dementia for over five years. The experience was not only emotionally devastating but financially devastating as well. The cost of his care completely bankrupted his estate, teaching me a valuable lesson. Proper… Read More

What is an Annuity and How does it Guarantee Income?

Watch this educational video which offers important information on how to ensure a successful retirement by creating additional income streams now

What are RMD’s and How are they Determined?

Click on the link to watch the attached video to learn more about: What are RMD’s and How are they Determined?

How to Strategize for Your Social Security Benefits

Click on the link to watch our interactive video to quickly and simply understand: How to Strategize for your Social Security Benefits.

« Previous Page

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.

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.