• Demo Image
  • Demo Image
  • Demo Image
  • Demo Image
  • Demo Image
  • Demo Image
  • Demo Image
  • Demo Image
  • Demo Image
  • Demo Image
  • Demo Image
  • Demo Image
  • Demo Image
  • Demo Image

Reyes Financial Architecture is a very different kind of wealth management firm.

Unlike traditional wealth management firms such as banks and brokerage firms, RFA works for only you and your family.

As an independent, boutique fiduciary firm, we take great pride in putting your interests first.

Reyes Financial Architecture oversees and manages the complex lives of successful families and business owners.

"Its not all about return on investment, its about Return on Life!"

Contact Us

Business Owners

Owning your own business is an American dream for many. But managing your own business takes a lot more than hard work. You need a financial plan —one that addresses financial needs and strategies for every stage of your businesslife cycle and that takes into account your personal financial goals and dreams.

 

Advisors

hands around table

At Reyes Financial Architecture, we collaborate with CPA’s, Attorney’s and other professionals in order to serve the specialized planning needs of individual families and business owners. Our team concept of collaboration brings us together with the clients' advisors to serve their needs comprehensively while meeting your unique objectives.

 

San Diego Financial Advisor

Investment Management Services 

We believe no two investors are alike. Our investment process is client focused. We base our process on a personalized approach using multiple investment strategies. Our portfolios are tailored to our clients' investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. Our investment management strategy is designed based on your long-term investment goals of preserving principal, maximizing income or accumulating capital. 

Financial Planning Services 

Our Firm takes pride in providing comprehensive financial planning services to our clients. We review our clients Wills, Estate Plan/Trusts, Investments, Taxes, and Insurance. We embrace our role as a fiduciary; always acting within our client's best interests. Our comprehensive "Income for Life Retirement Model" integrates all aspects of our client's financial picture in a coordinated effort to provide for a care-free retirement and multi-generational wealth. 

Strategic Tax Planning 

RFA has a strategic partnership with CPA's as well as work with our clients outside advisors. Our clients receive proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals. Proactive tax planning allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies. This can result in years of tax savings. Based on this strategic partnership, we will implement a sound, well-thought-out financial strategy to minimize year-to-year tax liabilities and provide the opportunity to maintain your current standard of living throughout retirement. 

Advanced Pension Design and Planning 

While working in collaboration with our Advanced Pension experts, actuaries and third party administrators, RFA can design advanced pension plans for business owners and their families in order to ensure maximum pension contributions and tax deductions for business owners. 

Advanced Roth Conversion Strategies 

While working in collaboration with client CPA's and Estate Planning Attorney's, RFA can design advanced Roth Conversion strategies helping families save hundreds of thousands of tax dollars at retirement. 

 

We are located in San Diego but local to:

  • Rancho Santa Fe
  • Del Mar
  • Solana Beach
  • Carmel Valley
  • Encinitas
  • UTC
  • La Jolla
  • Solana Beach
  • Cardiff
  • Poway
  • Rancho Bernardo
  • Point Loma
  • Carlsbad
  • La Costa
  • Santa Luz
  • Fairbanks Ranch
  • Coronado
  • San Marcos
  • Escondido
  • 4S Ranch
  • Del Sur

If you are looking for:

  • financial services
  • annuity
  • capital management
  • wealth management
  • financial advisor
  • annuities
  • estate planning
  • financial planning
  • investment management
  • safe money
  • wealth manager
  • benefit pension plan
  • pension plan
  • financial planner
  • tax services
  • asset protection
  • retirement planning
  • certified financial planner
  • fixed index annuity
  • financial adviser
  • fixed annuities
  • indexed annuity
  • indexed annuities
  • fixed index annuity
  • 401k rollover
  • certified financial planner
  • tax planning
  • fixed annuity
  • investment adviser
  • financial consultant
  • rollover ira
  • index annuity
  • tax advisor
  • what is an annuity
  • defined benefit pension plan
  • asset protection trust

You have found the right place! 

(858) 597-1966