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 [...]
https://youtu.be/tYioyLxbNTI Take a minute to watch this video for important information on long-term care, a topic everyone needs to be ahead of.
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 [...]
https://youtu.be/DnNQeFn0MhI Click the Video to watch The Retirement Architect, David Reyes discuss the important topic of creating an inflation protected source of income Take a moment to read below to follow along with the show! Imagine you can have a pension. Let’s say you don’t have a pension. Most of you don’t have [...]
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 [...]
Watch this informative and interactive video to learn more about our services!
https://youtu.be/7okBA752zYk Click the video above to follow along as David Reyes, The Retirement Architect provides insightful information on Annuities The third act. There have been many revolutions over the last century, but most are not as significant as longevity. The longevity revolution. We’re living an average of 34 years longer than our great-grandparents. You know, [...]
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 [...]
Click on the link to watch our interactive video to quickly and simply understand: How to Strategize for your Social Security Benefits. https://www.youtube.com/watch?v=LlSuazb60RI&t=7s
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.
Esq. Affiliated Estate Planning Attorney in Private Practice
