Fernando Reyes, CFP®, MBA

Vice President, Advisor

Torrance, California

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Fernando helps high-net-worth families navigate complex wealth decisions through integrated investment management, advanced planning, and estate strategies. He works closely with clients to support long-term goals and serves families across Beverly Hills, Los Angeles, and Orange County.
Fernando brings more than 20 years of experience in financial services, including advisory roles at leading private banks. He earned dual bachelor’s degrees from the University of California, Santa Barbara, and an MBA in Finance from California State University, Long Beach. He holds the CFP®, ChFC®, and Certified Blockchain and Digital Assets designations.
Fernando’s approach is comprehensive, disciplined, and highly personal. He helps clients evaluate trade-offs, coordinates with outside specialists when appropriate, and ensures financial plans remain aligned with evolving family priorities. He believes confidence is built through a clear strategy and consistent execution.
Fernando enjoys spending time with his wife and two children. He is an avid reader on personal development and global market themes and follows emerging investment technologies.