Insights

Niche Retirement Focus Reyes Financial Architecture specializes in retirement planning and income strategies, presenting an opportunity to offer tailored financial products and services that enhance their existing portfolio management and social security planning offerings.

Collaborative Approach Their integrated planning model with CPAs and estate attorneys suggests openness to technology solutions that can streamline team collaboration, client management, and comprehensive financial planning.

Growth Potential As a smaller firm with a revenue estimate between 10 and 25 million, Reyes Financial Architecture may be seeking scalable technology or service solutions to support growth and expand their client base.

Technology Stack Their use of cloud services like Google Cloud and Salesforce indicates receptiveness to advanced tech integrations; this could open opportunities for expanding digital tools that improve client engagement and operational efficiency.

Competitive Positioning Being a specialized boutique amidst giants like MassMutual and Northwestern Mutual suggests a niche market focus; targeted marketing strategies could highlight personalized service enhancements to attract more affluent, planning-focused clients.

Reyes Financial Architecture Tech Stack

Reyes Financial Architecture uses 8 technology products and services including Font Awesome, JSON-LD, jQuery, and more. Explore Reyes Financial Architecture's tech stack below.

  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Lodash
    Javascript Libraries
  • Slider Revolution
    Miscellaneous
  • Yoast SEO
    Search Engines
  • HSTS
    Security
  • Materialize CSS
    UI Frameworks

Media & News

Reyes Financial Architecture's Email Address Formats

Reyes Financial Architecture uses at least 1 format(s):
Reyes Financial Architecture Email FormatsExamplePercentage
First@reyesplan.comJohn@reyesplan.com
100%

Frequently Asked Questions

Where is Reyes Financial Architecture's headquarters located?

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Reyes Financial Architecture's main headquarters is located at 4660 la Jolla Village Drive Suite 725 San Diego, California 92122 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Reyes Financial Architecture's phone number?

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You can contact Reyes Financial Architecture's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Reyes Financial Architecture's official website and social media links?

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Reyes Financial Architecture's official website is reyesplan.com and has social profiles on LinkedIn.

What is Reyes Financial Architecture's NAICS code?

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Reyes Financial Architecture's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Reyes Financial Architecture have currently?

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As of June 2026, Reyes Financial Architecture has approximately 7 employees across 2 continents, including North AmericaEurope. Key team members include Branch Manager: S. H.Principal Consultant: H. A.Independent Financial Advisor: C. R.. Explore Reyes Financial Architecture's employee directory with LeadIQ.

What industry does Reyes Financial Architecture belong to?

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Reyes Financial Architecture operates in the Investment Management industry.

What technology does Reyes Financial Architecture use?

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Reyes Financial Architecture's tech stack includes Font AwesomeJSON-LDjQueryLodashSlider RevolutionYoast SEOHSTSMaterialize CSS.

What is Reyes Financial Architecture's email format?

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Reyes Financial Architecture's email format typically follows the pattern of First@reyesplan.com. Find more Reyes Financial Architecture email formats with LeadIQ.

When was Reyes Financial Architecture founded?

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Reyes Financial Architecture was founded in 2009.

Reyes Financial Architecture

Investment ManagementCalifornia, United States2-10 Employees

Reyes Financial Architecture is an SEC Registered Investment Fiduciary Advisory Firm whose primary goal is to support, assist and advise clients in the planning of their retirement. Reyes Financial Architecture specializes in retirement planning, retirement income planning, social security and portfolio risk management strategies. Working in collaboration with CPA’s, estate planning attorneys and other advisors, we ensure that all planning is not only implemented but also integrated. This collaborative team approach seeks to ensure the highest probability of success. We manage portfolios against the potential of long term destruction of capital, the creation of positive returns becomes a byproduct of this effort.

-David Reyes

Section iconCompany Overview

Headquarters
4660 la Jolla Village Drive Suite 725 San Diego, California 92122 United States
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2009
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Reyes Financial Architecture's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Reyes Financial Architecture's revenue is estimated to be in the range of $10M$25M

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