Financial Advisor Rancho Santa Fe

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

February 2019 – Market Update

2019-05-15T20:54:33-08:00

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 market update. It’s been a little while. And I call this the “FOMO market, the [...]

February 2019 – Market Update2019-05-15T20:54:33-08:00

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

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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