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Will Your Savings and Investments Survive the COVID-19 Aftermath?

Just For Attending, Receive a Free E-Book of David's New Publication "The Little Red Book of Retirement"

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Featured Speaker

David Reyes & Julie Reyes
Founder & Chief Investment Officer

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. Working in collaboration with CPA’s, attorneys and other advisors, David ensures that all planning is not only implemented but also integrated. This collaborative team approach seeks to ensure the highest probability of success.

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.

He is featured in many magazines and publications such as Kiplinger Personal Finance Magazine and Boomer Market Advisor and is co-author of five books on retirement, retirement income planning and estate planning. His latest book written with best-selling author Jack Canfield is titled “Momma’s Secret Recipe for Retirement Success.”

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.

David and Julie have been blessed with three wonderful children. David’s hobbies include tennis, church fellowship and spending time with his family.

What You'll Learn

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