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 [...]
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 [...]
What is happening in the market? Are we approaching a recession? Many experts seem to think so. Follow along as David Reyes, The Retirement Architect discusses the current state of the market, and strategies to protect your assets during this unsteady time. All of our Second Opinion Meetings are free and we are a fiduciary, [...]
https://youtu.be/4uTXJWkzjlk Click the video above to get the latest update on today's market! 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 my [...]
https://youtu.be/KxqveEStBG0 Watch the video above to get important updates from David's latest successful retirement creation "The Perfect Annuity" “Inflation is as violent as a mugger, as frightening as an armed robber, and deadly as a hitman.” That was Ronald Reagan in 1980 when he took over the economy, when interests rates were 13-1/2%. During the [...]
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 [...]
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 [...]
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 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.
CFP®, FINANCIAL ADVISOR
Sheila grew up in Andover, Massachusetts and graduated from Smith College. After working in Boston for 2 years, she moved to San Diego where she worked for Creative Capital Management Investments as a Paraplanner providing customer service, data analysis, and financial planning research for the firm’s clients. During that time, she successfully obtained her CERTIFIED FINANCIAL PLANNER™ certification which involved rigorous coursework, examination, and ethics requirements.
She joined Reyes in early 2023 as a Financial Advisor and assists in preparing retirement income and financial plans for Reyes’ clients. Sheila’s background and knowledge in the tax, financial planning and income planning side of retirement planning has proven to be a great asset for Reyes and their clients. She is also training to be a California Insurance Advisor as well as an Enrolled Agent (EA).
Sheila and her husband John have a daughter in elementary school, and they enjoy swimming, hiking, and spending time outdoors together as a family. Sheila is a member of the Financial Planning Association (FPA) and she volunteers at local nonprofits as a tax preparer and quality reviewer through the IRS Volunteer Income Tax Assistance program.
Esq. Affiliated Estate Planning Attorney in Private Practice
