David Reyes is an investment advisor representative with 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 CPAs, attorneys, and other money managers to ensure that all planning is not only implemented but also integrated with a collaborative team approach that 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 two books on estate planning and retirement planning. Currently, David is working on a new book entitled, “Little Red Book of Retirement.” David advises many professional and public groups including CPA’s and Attorneys on retirement, taxes, estate planning, and asset protection.
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 Certi cation 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.