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 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 Sundays 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.