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Fernando Reyes Location
Long Beach, CA, US
Fernando Reyes Work
2019 -now Vice President @
2015 -2019 Private Wealth Planner @
2011 -2015 Wealth Advisor Associate @
2006 -2010 Senior Client Associate @
Fernando Reyes Education
UC Santa Barbara
Bachelor of Arts - BA (History)
California State University-Long Beach
UCLA Extension
(Financial Planning and Services)
The American College of Financial Services
(Financial Planning and Services)
Fernando Reyes Skills
Wealth Management
Finance
Investments
Financial Services
Banking
Financial Planning
Retirement Planning
Certified Financial Planner
Customer Relationship Management (CRM)
Private Banking
ChFC
Mba
Entrepreneurship
Financial Modeling
Financial Analysis
Financial Advisory
Asset Management
Spanish
Legacy Giving
Investment Advisory
High Net Worth Individuals
Estate Planning
Wealth Management Services
Tax Planning
Alternative Investments
Investment Management
Asset Allocation
Investment Strategies
Business Development
Income Tax
Charitable Giving
Personal Financial Planning
Holistic Financial Planning
Fernando Reyes Summary
Fernando Reyes, based in Long Beach, CA, US, is currently a Vice President at EP Wealth Advisors. Fernando Reyes brings experience from previous roles at Union Bank, City National Bank and Wells Fargo Private Bank. Fernando Reyes holds a Bachelor of Arts - BA in History @ UC Santa Barbara. With a robust skill set that includes Wealth Management, Finance, Investments, Financial Services, Banking and more. Fernando Reyes has 2 emails and 2 mobile phone numbers on RocketReach.
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