David Reyes Email
Wealth Adviser and Director of Financial Planning @ Intelligence Driven Advisers (IDA)
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
David Reyes Location
- San Diego, CA, US
David Reyes Work
- 2021 -now Wealth Adviser and Director of Financial Planning @
- 2019 -2021 Financial Planning Strategist @
- 2018 -2019 Plan Support Specialist @
- 2015 -2018 Client Service Specialist @
- 2014 -2015 Accounting Manager @
David Reyes Education
- San Diego State University-California State University
Executive Financial Planner Advanced Certificate (Finance)
2016-2018 - California State University San Marcos
Bachelor of Science (B.S.) (Finance and Financial Management)
2012-2014
David Reyes Skills
- Microsoft Excel
- Financial Analysis
- Budgets
- Customer Service
- Financial Reporting
- Strategic Planning
- Accounts Payable
- Leadership
- Accounts Receivable
- Forecasting
- Team Building
- Process Improvement
- Finance
- Account Reconciliation
- Payroll
David Reyes Summary
- David Reyes, based in San Diego, CA, US, is currently a Wealth Adviser and Director of Financial Planning at Intelligence Driven Advisers (IDA). David Reyes brings experience from previous roles at Pure Financial Advisors, Inc. and Electrozyme LLC. David Reyes holds a 2016 - 2018 Executive Financial Planner Advanced Certificate in Finance @ San Diego State University-California State University. With a robust skill set that includes Microsoft Excel, Financial Analysis, Budgets, Customer Service, Financial Reporting and more. David Reyes has 2 emails on RocketReach.
Looking for a different David Reyes?
Find contact details for 700 million professionals.
Top Intelligence Driven Advisers (IDA) Employees
Jason Labrum
Founder and CEO
Carlsbad, CA, US
Madeline Reber
Trader and Analyst
Carlsbad, CA, US
Brian Peterson
Retirement Plan Consultant
Carlsbad, CA, US
Shanda Mansperger
Client Service Director
San Jacinto, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co