David has been an advisor for over 20 years and is the founder of Reyes Financial Architecture, a 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.
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 2015 Advisor of the Year by the National Social Security Advisor Association (NSSA) for his advocacy to educate retirees on maximizing their retirement income.
David also advises and conducts educational workshops for corporations, professional and public groups including CPA’s and attorneys on retirement, tax, estate planning and asset protection. He is also the host of “The Retirement Architect Radio” heard every Sunday on AM 600 KOGO.
Download my chapter “Inflation May Come Back With a Vengeance” from the Best-Selling book Momma’s Secret Recipe for Retirement Success!
Alternative Ways to Earn Yield in Real Estate You know, what makes a firm different than another? I think that is a big problem in our industry, kind of everyone seams the same. Whose advisor, retirement planner, wealth manager… And, the reason I use financial architect at our firm it’s because we build plans; [...]
The post Alternative Ways to Earn Yield in Real Estate! – Part 1 appeared first on Reyes Plan.
Watch David's latest market update! Hi, this is David Reyes from Reyes Financial Architecture. I felt it was a good time to do a market update. I haven’t done one in a while, the reason being the market has gone pretty much straight up since January. We are up about 14%, we were in [...]
Check out this week's show which highlights getting back into the market. David covers historical changes in stocks and bonds, and how to protect your investments.
The post David Reyes, The Retirement Architect: Getting Back Into The Market appeared first on Reyes Plan.
Check out this video to learn more about the highly successful model David has infused into his planning process What if you could invest your money like a $30 billion institution, like an endowment? This is David Reyes, your Retirement Architect. If you want to reach out to me, it’s 1-800-611-1967. So, we’ve built [...]
The post Live In Studio: The Retirement Architect, The Yale Endowment Model appeared first on Reyes Plan.
Check out this video to get some insight into David's personal story which lends to the purpose in his passion to help his clients achieve retirement success. Context is always beneficial to ensuring you are matched with the right advisor and David's story brings you just that; a level of understanding to the WHY he [...]
What is happening as we are watching the market shift? The feds are capping rate hikes and the results are stabilizing the market - but are they? Hi David Reyes here with you. I wanted to give you a market update. It’s been a little while. And I call this the “FOMO market, the [...]