About our founder, David Reyes, Financial Architect:

Adviser to Advisers

David works in collaboration with leading CPA firms, attorneys, and financial advisers, to design and implement strategic tax and wealth plans for high net worth individuals, families, and business owners.  His practice also specializes in unique tax strategies for highly appreciated real estate.

Author, Speaker, and Host

David is featured in scores of magazines, the most recent being Boomer Market Advisor, where he is referred to as the "adviser to advisers."  David is co-author of Living and Learning, a guide to retirement planning, and Love, Money, Control: Reinventing Estate Planning.  He is also a former co-host of   Money Talk Radio, and a speaker who has addressed the California State Department of Education, the National Network of Estate Planning Attorneys, and the National Association of Philanthropic Planners, among others.  

Education

David’s education has a strong emphasis in estate and tax planning, and he holds multiple licenses and registrations in the financial, real estate, and insurance fields.  David was selected by the Esperti Peterson Institute to participate in their elite Masters Program at Michigan State University. This post doctorate, three-year “think tank” study program focused exclusively on collaborative wealth strategies for high net worth individuals and families.