Posted by Reyes Financial Architecture on January 13th, 2016
The award was announced by Marc Kiner, board member of the National Social Security Association (NSSA). Kiner is also a partner at Premier Social Security Consulting of Cincinnati, which teaches NSSA Social Security education courses to professional advisors across the nation and awards the NSSA Advisor accreditation to advisors who take the course and pass a certification exam.
“David Reyes is a knowledgeable and passionate advocate for Social Security education,” said Kiner. “He educates many professional and public groups each year, including CPAs and attorneys on Social Security and retirement planning.” (PRWeb Press Release)
In the interview, David said, “What got most baby boomers to where they are today is not necessarily what will get them to where they need to go to succeed for tomorrow,” said Reyes. “Retirement is a big transition. Most clients who are great savers are not necessarily great investors. If you make mistakes during retirement and retirement income planning, they can be catastrophic, lifetime mistakes.
“We tell clients ‘we retire every day; you are going to retire once.’ Make sure you have the right advisor who is an expert in all aspects of retirement planning. This is what motivates me—people need help.”
Congratulations, David — a distinguished award well deserved!
Reyes, 48, has been an investment advisor for 15 years. He is founder of Reyes Financial Architecture, a Registered Investment Advisory firm specializing in portfolio risk managed strategies; retirement income distribution planning; tax reduction strategies, estate planning and Social Security planning.
He holds multiple licenses and registrations in the financial, real estate, and insurance fields and has been featured in many publications, including Kiplinger Personal Finance Magazine and Boomer Market Advisor. He is co-author of two books on estate planning and retirement planning. His most recent book, SuccessOnomics, co-authored with Stephen Forbes, is an Amazon best seller.
He is currently working on a new book titled, The 7 Secrets to a Stress-Free Retirement, which is slated for bookstores in spring of 2016. He is also host of “The Retirement Architect Radio,” heard Sunday mornings at 9 a.m. on AM 760 KFMB in San Diego.
Reyes is a distinguished graduate from UCLA’s Personal Financial Planning program and a graduate of The Wharton Business School in its Retirement Income Planning Certification program. He is also a recognized expert and speaker on how to safely maximize retirement income.