Our Approach

Our Approach2019-02-07T00:30:55+00:00

We manage portfolios against the potential of long term destruction of capital, the creation of positive returns becomes a byproduct of this effort.

-David Reyes

Values
Trust & Transparency

Our fee-based, customized services are designed with our client's best interests in mind.

Communication & Reporting

We are always available, ready to help and continuously improving our client experience.

Innovation & Performance

The desire to improve and seek new opportunities for our clients is ingrained in our culture.

Our Fiduciary Duty

At Reyes Financial Architecture, we hold ourselves accountable to the highest standard of a fiduciary – one who is entrusted to manage and protect our clients’ investments and best interests. We place our clients’ interests above our own, dealing fairly, honestly, and in good faith...when all is said and done, however, it goes beyond any legal or moral obligation – it’s simply the right thing to do.

Investment Philosophy

We moved beyond the traditional approach by taking into account all aspects of your financial picture and examining how they work together to reduce tax and increase investment returns.

 

 

RETIREMENT PLANNING PROCESS

 

 

4 STEPS TO RETIREMENT INCOME PLANNING

PORTFOLIO
RISK ANALYSIS

FEE
ANALYSIS

RETIREMENT
INCOME PROJECTION

PLAN DETAILS
IN WRITING

"Our job is to ensure that our clients have the highest quality of life with the least amount of risk and ensure that they never run out of money."

David Reyes - Founder

7 RULES
TO LIVE BY
FOR RETIREMENT
SECURITY

 

Avoid losses - Use the "5%-10% Rule"
Minimize fees
Significantly reduce volatility
Earn a reasonable return rate
Manage taxation
Generate "Certain Income" from your assets that will last for as long as you live; not "May Be" income that could end at any time
Have a Written Retirement Income Plan

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!

Start your journey

with us

Contact Us for a Second Opinion

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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