the retirement architect
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. is 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 nancial, real estate, and insurance elds. 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 also the host of “ e Retirement Architect Radio” heard every Saturday on K-Praise FM 106.1 AM 1210.
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.