David Reyes

Chief Investment Officer ,
Reyes Financial Architecture, Inc.

David Reyes is founder and Chief Investment Officer of Reyes Financial Architecture, Inc., a Registered Investment Advisory Firm specializing in Tax-Reduction Strategies, along with Asset Preservation, Retirement Planning and Generational Wealth Planning. David works in collaboration with leading CPA's, Attorneys, and Financial Advisors to design and implement strategic tax and retirement plans for families, successful business owners, and closely held corporations.

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 the following books: "Love, Money, Control: Reinventing Estate Planning," and "Living and Learning: Achieve Retirement and Education Security." 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 (PFP) program, which focuses on areas of retirement, taxes, estate, and insurance planning. David is also a graduate of The Wharton Business School in their Retirement Income Planning Program.

Are Your Clients Too Affluent for Social Security?
Means testing to attain Social Security benefits may be on the docket for the future.
Winning by Not Losing: Year-End Tax Management for the High-Net-Worth Client

VIEWPOINTS: David Reyes, founder and Chief Investment Officer, Reyes Financial Architecture, Inc.; Warren Buffett may or may not have had taxes in mind when he uttered this quotable phrase, but proactive tax planning is one of the most important things a financial advisor can do to help clients follow Mr. Buffett’s number-one rule.

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