Fernando Reyes, MBA, CFP®
As a wealth advisor, Fernando is eager to maintain strong and healthy relationships with his clients while leveraging complex wealth strategies designed to achieve their financial goals. Most recently, he has focused on structuring and presenting financial plans to cover topics such as cash flow, investment analysis, wealth transfer planning, estate planning solutions, business succession, tax planning, and asset protection.
He has worked previously for Wells Fargo, City National Bank, and MUFG Union Bank, compiling much knowledge and experience over the years.
Fernando received his MBA with a specialization in finance from Cal State Long Beach. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
He currently resides in Lakewood with his wife, son, and daughter.
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