Financial Advisor Encinitas

Live In Studio: The Retirement Architect, The Yale Endowment Model

2019-05-09T21:38:19-08:00

 Check out this video to learn more about the highly successful model David has infused into his planning process What if you could invest your money like a $30 billion institution, like an endowment? This is David Reyes, your Retirement Architect. If you want to reach out to me, it’s 1-800-611-1967. So, we’ve built [...]

Live In Studio: The Retirement Architect, The Yale Endowment Model2019-05-09T21:38:19-08:00

The Reyes Difference – David’s Personal Story

2019-03-06T17:07:48-08:00

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 and David's story brings you just that; a level of understanding to the WHY he [...]

The Reyes Difference – David’s Personal Story2019-03-06T17:07:48-08:00

The Retirement Architect – LIVE in Studio

2019-05-09T16:57:57-08:00

  I was thinking back to just October, November and December the sky was falling. Market dropped 20% in about two months, and I want to talk about that today. This is David Reyes, your Retirement Architect, here every weekend. Thanks for listening. If you want to reach out to me personally, you can call [...]

The Retirement Architect – LIVE in Studio2019-05-09T16:57:57-08:00

Market Update October 2018

2019-01-31T21:01:32-08:00

   Check out this month's Market Update from David Reyes, The Retirement Architect   Hi. Today, I want to share with you the market. I don’t talk a lot about the stock market. When I do my workshops and teachings, I do. But I felt it was a really good time to give you [...]

Market Update October 20182019-01-31T21:01:32-08:00

LIVE! In Studio The Retirement Architect October 2018

2019-05-10T20:21:07-08:00

https://youtu.be/ZQHsQGAHokM 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 [...]

LIVE! In Studio The Retirement Architect October 20182019-05-10T20:21:07-08:00

The Little Red Book of Retirement Chapter 1

2019-05-10T19:33:11-08:00

https://youtu.be/qoudcEQlm1E 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 [...]

The Little Red Book of Retirement Chapter 12019-05-10T19:33:11-08:00

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

2019-05-10T19:30:20-08:00

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 [...]

Just Released: The Little Red Book an excerpt from the Foreword2019-05-10T19:30:20-08:00
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