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Julie A. Reyes, CPA

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 more than 15 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 to help clients minimize their tax liabilities, maximize their cash flow and protect their assets.
Julie and David have been working together for over 18 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.

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