Fernando Reyes
MBA, CFP®, ChFC®
EP Wealth Advisors
Wealth Advisor
Fernando Reyes
MBA, CFP®, ChFC®
EP Wealth Advisors
Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Fernando Reyes, MBA, CFP®, ChFC®
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Fernando Reyes is a wealth advisor here at EP Wealth and has been working in the financial management industry since 2006. As a wealth advisor, he is eager to maintain strong and healthy relationships with his clients while leveraging complex wealth strategies designed to achieve their financial goals. He has worked previously for Wells Fargo, City National Bank, and MUFG Union Bank, compiling much knowledge and experience over the years. 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. Fernando received his MBA with a specialization in finance from Cal State Long Beach and enjoys spending his free time with his family. He currently resides in Lakewood with his wife, son, and daughter.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Fernando Reyes is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Fernando Reyes is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Fernando Reyes is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
-
EP Wealth - Awards and Recognition
-
Free Resources From EP Wealth Advisors
-
EP Wealth Advisors is Named to Financial Planning Magazine's RIA Leaders 2020: High Touch, High Tech
-
Fernando Reyes is Quoted in the Los Angeles Times: "Meet South L.A.’s young stock investors, eager to build wealth in their community"
Contact Fernando Reyes
Office Locations:
-
21515 Hawthorne Blvd
Suite 1200
Torrance, CA 90503 -
11400 W. Olympic Blvd.
Suite 170
Los Angeles, CA 90064 -
18301 Von Karman Ave.
Suite 410
Irvine, CA 92612 -
250 Lafayette Circle
Suite 203
Lafayette, CA 94549 -
8081 Shaffer Parkway
Suite 4
Littleton, CO 80127 -
27441 Tourney Rd
#260
Valencia, CA 91355 -
5151 Shoreham Place
Suite 270
San Diego, CA 92122
