David was fortunate to experience a close and beneficial relationship with his grandfather. As David's grandfather aged, he was diagnosed with dementia and it wiped out his estate. It made such and impact, David made the decision to utilize this experience to effectively pay it forward and assist others to avoid this devastating life ordeal.
This experience is what shaped the business philosophy of: because we are responsible for our client's entire estate our first goal is to protect assets, our second responsibility is to grow your assets and ultimately create lifetime income streams you and your family can never outlive. Reyes Financial Architecture, Inc. ("RFA") is a California registered investment adviser firm.
This experience is what shaped the business philosophy of: because we are responsible for our client's entire estate our first goal is to protect assets, our second responsibility is to grow your assets and ultimately create lifetime income streams you and your family can never outlive. Reyes Financial Architecture, Inc. ("RFA") is a California registered investment adviser firm.
Services
The desire to improve and seek new opportunities for our clients is ingrained in our culture. At Reyes Financial Architecture, we hold ourselves accountable to the highest standard of a fiduciary - one who is entrusted to manage and protect our clients' investments and best interests.
We move beyond the traditional approach by taking into account all aspects of your financial picture and examining how they work together to reduce tax and increase investment returns.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.
We move beyond the traditional approach by taking into account all aspects of your financial picture and examining how they work together to reduce tax and increase investment returns.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.
Do you have a true "risk management" plan for your retirement portfolio to avoid the next market crash?. Does your financial advisor have over 22 years of experience providing retirement planning services?. Do you know the optimal time for you and your spouse to claim your Social Security Benefits?.
Our Investment Strategy uses the strength of our in-house management combined with portfolio managers who are individually selected for their expertise, style and performance. Our institutional approach to investing offers a broad range of diversified investments that generate stable cash flow with less volatility than a typical "stocks and bonds" portfolio.
Creating and maintaining a sound financial plan involves a detailed review of your entire financial picture and proactive recognition of your needs. At Reyes Financial Architecture, we believe the ability to build wealth is a result of diligent planning. Do you have a true risk management plan for your retirement portfolio to avoid the next market crash?.
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.
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.
Reviews (3)
Simon Herbert
Sep 29, 2013
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After I retired, I moved from LA to San Diego to be close to my daughters and spend a whole bunch of time with my grandchildren. Since I do not have anything to worry about aside from myself and my wife Anne, I usually spend a lot of my retirement benefits buying anything for my daughters and their kids even though I know they are capable of buying it themselves. However, I experienced some financial difficulty when my wife Anne had to undergo surgery. Had to exert a lot of effort looking for money.. When everything was alright, my daughters introduced me to Reyes Financial Architecture since they
Beach Goff
Jul 12, 2013
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Regina Morgan
Jun 26, 2013
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