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Adeline R

Series 63, Series 65

San Diego, CA

Reyes Financial Architecture Inc.

Adeline Ruwe is a financial advisor at Reyes Financial Architecture Inc. in San Diego, CA, with four years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Reyes Financial Architecture, she worked at OSAIC and Woodbury Financial Services Inc. Additionally, she supports Miye Wire LLC, a financial planning firm, in a paraplanning and client service role. Reyes Financial Architecture provides discretionary asset management, personalized financial planning, and consulting primarily for high-net-worth individuals, trusts, estates, and small businesses. The firm employs a long-term investment approach using fundamental, technical, and cyclical analysis, and financial planning is integrated as a complementary service within its asset management offering.

General retirement planning Retirement income strategy General tax planning Life insurance needs analysis
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Deborah S

Series 65

San Diego, CA

Reyes Financial Architecture Inc.

Deborah Spencer is a financial advisor at Reyes Financial Architecture Inc. with two years of industry experience. She holds a Series 65 designation and has previously worked at Strategic Wealth Advisors. Reyes Financial Architecture provides discretionary asset management, personalized financial planning, and consulting services primarily for high-net-worth individuals, trusts, estates, and small businesses. The firm employs a long-term investment approach, using fundamental, technical, and cyclical analysis to guide portfolio management.

General retirement planning Retirement income strategy General tax planning Life insurance needs analysis
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Julie R

Series 65, Series 63

San Diego, CA

Reyes Financial Architecture Inc.

Julie Reyes is a financial advisor at Reyes Financial Architecture Inc. in San Diego, CA, with 16 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Emerson Equity LLC and Reyes Financial Architecture, Inc. Prior to her current role, she was affiliated with Emerson Equity LLC for six years. Reyes Financial Architecture Inc. provides discretionary asset management, personalized financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and small businesses. The firm utilizes a long-term investment approach based on fundamental, technical, and cyclical analysis, and incorporates financial planning as a complimentary service within its asset management offering.

General retirement planning Retirement income strategy General tax planning Life insurance needs analysis
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David R

Series 63, Series 65

San Diego, CA

Reyes Financial Architecture Inc.

David Reyes is a financial advisor at Reyes Financial Architecture Inc. in San Diego, CA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Reyes Financial Architecture since 2010. Reyes is also an author and co-author of financial-related books. Reyes Financial Architecture provides discretionary asset management, personalized financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and small businesses. The firm employs a long-term investment approach using fundamental, technical, and cyclical analysis, and includes financial planning as a complimentary service alongside portfolio management.

General retirement planning Retirement income strategy General tax planning Life insurance needs analysis
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