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.
Founder, Chief Financial Architect
David has been an advisor for over 20 years and is the founder of Reyes Financial Architecture, an SEC Registered Investment Advisory Firm whose primary goal is to support, assist and advise clients in the planning of their retirement. Reyes Financial Architecture specializes in retirement planning, retirement income planning, social security and portfolio risk management strategies. Working in collaboration with CPA’s, estate planning attorneys and other advisors, David ensures that all planning is not only implemented but also integrated. This collaborative team approach seeks to ensure the highest probability of success.
David is a distinguished graduate from UCLA’s Personal Financial Planning program and a graduate of Wharton Business School’s Retirement Income Planning Certification program. David also holds multiple licenses in the financial, real estate and insurance fields and has proudly been named 2015 Advisor of the Year by the National Social Security Advisor Association (NSSA) for his advocacy to educate retirees on maximizing their retirement income.
He has been interviewed for many San Diego News channels such as KUSI, ABC 10 News and CBS 8 news and is featured in many magazines and publications such as Barron’s, Forbes and US News & World Report. David has co-authored five books on retirement, retirement income planning and estate planning. His latest book written with bestselling author Jack Canfield is titled “Momma’s Secret Recipe for Retirement Success.”
David is the host of “The Retirement Architect Radio” heard every Sunday @ 9:00am on AM 600 KOGO as well as seen on our TV Commercials aired every Sunday on San Diego’s local CBS Channel 8.
David and Julie have been blessed with three wonderful children. David’s hobbies include youth sports with his kids, church fellowship and spending time with his family.
Chief Financial Officer, Chief Compliance Officer
Julie Reyes is Chief Financial Officer and Chief Compliance Officer of Reyes Financial Architecture, Inc., an SEC Registered Investment Advisory Firm specializing in retirement planning, retirement income planning, social security and portfolio risk management strategies. Julie is a Certified Public Accountant (inactive), California Real Estate Broker, a licensed California Insurance Advisor, a Licensed Financial Advisor with Series 63 and Series 65 as well as a Licensed Securities Broker with Series SIE and Series 22.
Julie graduated from Pennsylvania State University with distinguished honors in 1997 and began her career with Price Waterhouse, LLP that year where she became certified as a CPA. After several years working as a CPA, Julie branched off and began working in the financial services side of the business and has worked with David and Reyes Financial Architecture since the firm’s inception. She has been a licensed Independent financial advisor for over 13 years and uses her financial services background and attention to detail expertise to manage the firm and its’ clients in every aspect. She also works in collaboration with David in designing financial plans in order help clients minimize their tax liabilities, maximize their cash flow and protect their assets.
Julie and David have been working together for over 15 years and have been blessed with three wonderful children. Julie’s hobbies include youth sports, healthy cooking, going to movies, quality time with kids and family vacations.
Medicare Consultant
Noelle’s commitment to helping Reyes Clients around their medicare planning makes her an asset that Reyes will continue to refer to.
Operations Manager
Deborah is a highly organized and results driven Operations Manager. With a strong background in the financial services industry and a proven track record of efficiency and staying ahead of client needs, Deborah keeps a keen eye on each client’s portfolio to ensure continued success.
Esq. Affiliated Estate Planning Attorney in Private Practice
Executive Assistant
Business Development Associate
With extensive experience in corporate development and marketing Crystal brings growth to our firm through business development, branding, campaign planning, content creation and creative ideas. Crystal focuses on ensuring our clients experience the boutique feel of a family office while also benefiting from the expertise the firm brings to each successful account.
