Advisors at this firm
James R
Series 63, Series 65
Mcallen, TX
Walter J. Reyna, Inc.
James Reyna is a financial advisor with Walter J. Reyna, Inc. in McAllen, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at J.W. Cole Financial, Inc., Walter J. Reyna, Inc., Lincoln Financial Securities Corp., and Renya Financial. Outside of advisory work, he is a partner at Efraim James, LLC, a real estate development business where he manages accounting and materials selection. Walter J. Reyna, Inc. provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a fundamentally driven, risk-focused investment approach using primarily exchange-traded funds and offers ongoing portfolio monitoring and advisory services.
Michael C
CFP®, ChFC®, Series 63, Series 65
Mcallen, TX
Walter J. Reyna, Inc.
Michael Cutbirth is a financial advisor with Walter J. Reyna, Inc. in McAllen, TX, holding the CFP® and ChFC® designations with 30 years of industry experience. His career includes roles at Lincoln Financial Securities Corp and OneAmerica Securities. Outside of investment advisory, he is involved in fixed annuity and Medicare-related insurance sales. Walter J. Reyna, Inc. provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a fundamentally driven, risk-focused investment approach using primarily exchange-traded funds and offers ongoing portfolio monitoring and advisory services.
Walter R
CFP®, Series 63
Mcallen, TX
Walter J. Reyna, Inc.
Walter Reyna is a financial advisor with Walter J. Reyna, Inc. in McAllen, TX, holding the CFP® designation and Series 63 license, with 41 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 37 years and has been involved with Walter J. Reyna, Inc. and Reyna Financial since 1984. He serves as a board member of the Rio South Texas Economic Foundation, which focuses on economic development. Walter J. Reyna, Inc. provides discretionary and non-discretionary investment management, modular financial planning, and pension consulting for individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a fundamentally driven, risk-focused investment process that uses a tactical, seasonal approach with primarily exchange-traded funds, offering ongoing portfolio monitoring and advisory services.
