Reyes Financial Architecture

Reyes Financial Architecture Registered Investment Advisory firm providing financial planning and investment management services to highly successful families and business owners.

Reyes Financial Architecture, Inc.(RFA) is a Registered Investment Advisory firm providing financial planning and investment management services to highly successful families and business owners. For over two decades, RFA's Founder, David Reyes, has partnered with the elite "best of class" CPAs, attorneys and money managers to provide independent, client centric advice to help clients reach their

financial goals as our interests are the same as yours – To Protect Wealth, Dreams and Legacies. We are 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. "Its not all about return on investment, its about Return on Life!"

🌞 Great Outdoors Month is a great reminder to step back and think long‑term.Just like getting outside gives you a fresh ...
06/09/2026

🌞 Great Outdoors Month is a great reminder to step back and think long‑term.

Just like getting outside gives you a fresh perspective, checking in on your retirement plan can do the same.

Small adjustments today can help support more freedom, flexibility, and confidence down the road.

Retirement doesn’t look the way it used to — and that’s not a bad thing.For many people today, retirement is less about ...
06/07/2026

Retirement doesn’t look the way it used to — and that’s not a bad thing.

For many people today, retirement is less about stopping completely and more about flexibility, purpose, and choice. Plans evolve. Lifestyles change. And “success” looks different for everyone.

💬 What does retirement mean to you now? Drop your thoughts or questions in the comments — we’d love to hear them.

Retirement Tip: Know which accounts your retirement income will come from — and in what order. Different accounts are ta...
06/04/2026

Retirement Tip: Know which accounts your retirement income will come from — and in what order. Different accounts are taxed differently, which can affect how long your money lasts.

When was the last time you updated your passwords? 🔐 If it’s been a while… today’s a good day to start. June is Internet...
06/02/2026

When was the last time you updated your passwords? 🔐 If it’s been a while… today’s a good day to start.

June is Internet Safety Month—a great reminder to create stronger passwords, update privacy settings, and stay alert to potential scams.

Taking a few proactive steps now can go a long way in protecting what matters most.

📖 Ever heard the advice, “Don’t judge a book by its cover?” The same idea applies to retirement.Your plan may look great...
05/31/2026

📖 Ever heard the advice, “Don’t judge a book by its cover?” The same idea applies to retirement.

Your plan may look great at first glance, but inside it could hide gaps and shaky assumptions, and include chapters that don’t fully account for taxes, income needs, or how long retirement may last.

We’re here to help strengthen the storyline so your retirement plan tells a story worth reading.

This or That: Retirement Edition 🗺️ Explore new places📖 Catch up on books and hobbiesRetirement should fit your lifestyl...
05/28/2026

This or That: Retirement Edition

🗺️ Explore new places
📖 Catch up on books and hobbies

Retirement should fit your lifestyle. Whatever your ideal days include, we’re here to help create a plan that supports it.

⏳ The first year of retirement can feel like a learning curve.New freedom, new routines, and new spending habits don’t a...
05/26/2026

⏳ The first year of retirement can feel like a learning curve.

New freedom, new routines, and new spending habits don’t always match expectations right away. Some retirees overshoot, others pull back too far — and many need time to find their comfort zone.

That’s where a spending plan (instead of a rigid budget) can help, offering structure without taking away flexibility.

👉 Learn more about why the first year of retirement sets the tone here:

The 'first year of retirement' rule says the 12 months after you leave work set the tone for your entire later life — so it's vital to approach them mindfully.

Retirement Q&A ❓On average, Social Security is designed to replace about how much of pre‑retirement income?Swipe for the...
05/23/2026

Retirement Q&A ❓
On average, Social Security is designed to replace about how much of pre‑retirement income?

Swipe for the answer! 👉

Today is National "Be a Millionaire Day." 🗓️Retirement myth: You need $1,000,000 to retire.Reality: You need clarity, co...
05/20/2026

Today is National "Be a Millionaire Day." 🗓️

Retirement myth: You need $1,000,000 to retire.
Reality: You need clarity, confidence, and a plan that fits YOUR life.

Retirement isn’t one‑size‑fits‑all, and it’s definitely not defined by a single number. Having a trusted financial advisor by your side to support your plan? That's the real wealth. 👏

💡 Retirement Word of the Day: Distribution RateDefinition: The percentage of retirement savings withdrawn each year to g...
05/18/2026

💡 Retirement Word of the Day: Distribution Rate

Definition: The percentage of retirement savings withdrawn each year to generate income during retirement.

Why It Matters: Choosing a sustainable distribution rate helps balance current income needs with keeping savings on track for the long term.

Address

4660 La Jolla Village Drive
San Diego, CA
92122

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 2:30pm

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