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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Top EP Wealth Advisors Employees
Elena Stebakov
Managing Director, Head of Product
Austin, TX, US
Patrick Donovan
Managing Director and Partner
Boston, MA, US
Bill Corcoran
Managing Director, Partner
Boston, MA, US
Jorge Bernal
Chief Operating Officer
United States
Robert Falconer
Vice President, Advisor
California, United States
Brian Parker
Managing Director
Hermosa Beach, CA, US
Jim Mocci
Managing Director, Head of Marketing
California, United States
Derek Holman
Managing Director
Torrance, CA, US
Dillon McGill
Vice President
San Luis Obispo, CA, US
Justin Mikhalevsky
Chief Product and Technology Officer
United States
Robert Davis
Vice President of Wealth Management
Salt Lake City, UT, US
Christopher Toumajian
Chief Financial Officer
Long Beach, CA, US
Kelly Shannon
Managing Director, Head of Talent Management
New York, NY, US
Clay Zachry
Senior Vice President and Partner
Torrance, CA, US
Alan Berkshire
Chief Administrative Officer and General Counsel
Torrance, CA, US
Mario Chilin
Chief Compliance Officer
Torrance, CA, US
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