“Rule number one: never lose money. Rule number two: never forget rule number one.” Warren Buffett may or may not have had taxes in mind when he uttered this quotable phrase, but proactive tax planning is one of the most important things a financial advisor can do to help clients follow Mr. Buffett’s number-one rule. [...]
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
