Reyes Financial Architecture
4660 La Jolla Village Dr #725,
San Diego, CA 92122
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. Julie is a Certified Public Accountant (Inactive) and a California Real Estate Broker. She also holds multiple licenses in the insurance and financial services fields. Julie graduated from Pennsylvania State University, with distinguished honors in 1997 and began her career with Price Waterhouse, LLP that year specializing in tax and audit. She became a California Real Estate Broker in 2002. Julie has worked with David and Reyes Financial Architecture since the company's inception, and uses her financial background and...
Official Website
We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
Rates, surcharges and fees are advertised on Reyesplan.com
Sentiment Analysis
Reyes is best for retirement plan.
They make being confused about my financial future less frightening.
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.
I've been with this company for over a year now and the relationship is just smooth and flawless.
It's not because I didn't trust this company, it was because I was fed up by self-professed gurus who just sucked the money out of poor retirees.
I'm not really into giving reviews but Reyes Financial Architecture is really worth my time.
No hassle on my part and work is done efficiently even if sometimes it's on the eleventh hour.
Your opinion is important Cancel reply
We invite you to share your experience in a review.
Financial Advisors near San Diego
- Wealth Management Advisors Near Me
- Wealth Management Advisors in Encinitas
- Carlsbad Financial Planning & Wealth Management Firms
- Retirement Planning and Investment Management Services near El Cajon
- Wealth Management Advisors in National City
- Retirement Planning and Investment Management Services near Vista
Popular in San Diego
- QuickBooks Set-up, Customization, Training & Support Services near San Diego
- San Diego Private Investigator & Detective Agencies
- Business and Corporate Legal Services near San Diego
- San Diego Family Formation Law Firms
- San Diego Rental Housing Law Firms
- San Diego Financial Record Keeping & Controllership Companies
Read more reviews on:
Please leave us a review and let us know about your experience.