The links to our blogs, TV shows, and Radio shows are being provided for informational purposes only. The content of each is not specific to any individual’s personal circumstances and should not be considered investment advice or recommendations to buy or sell any securities. The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. No investment decision should be made based solely on the information contained within any of these blogs, TV shows, and/or Radio shows.
Episode 1: “How Does Reyes Financial Create Your Retirement Plan” – with co-host Cynthia Defazio
Episode 2: “Dividends As A Core Piece of Your Portfolio” – with co-host Cynthia Defazio
Episode 3: “Pros & Cons Of Annuities” – with co-host Cynthia Defazio
Episode 4: “Real Estate As An Asset Class” – with co-host Cynthia Defazio
Episode 5: “David Answers Your Most Common Retirement Questions” – with co-host Cynthia Defazio
Episode 6: “The Best Way To Strategize For Inflation” – with co-host Cynthia Defazio
Episode 7: “How to Protect Your Retirement From Inflation” – with co-host Cynthia Defazio
Episode 8: “Taxation – How Can It Impact Your Retirement Plan” – with co-host Cynthia Defazio
Episode 9: “The 7 Rules Of Retirement” – with co-host Cynthia Defazio
Episode 10: “Real Estate Allocations In Retirement” – with co-host Cynthia Defazio
Episode 11: “Estate Planning” – An Important Piece Of Your Retirement – with co-host Cynthia Fazio
Episode 12: “What Is The Reyes Second Opinion Process” – with co-host Cynthia Defazio
Commercial “The Retirement Architect TV Show”
Having A Written Retirement Plan – “The Retirement Architect”
Episode 13: “How Is Reyes Financial Different Than Big Banks” – with co-host Mark Henry
Episode 14: “The Top 3 Things Needed In A Retirement Plan” – with co-host Mark Henry
Episode 15: “The 5% Solution” – with co-host Paul Gebhard
Episode 16: “The Key To Reducing Risk In Your Retirement Portfolio” – with co-host Mark Henry
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.