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
Master of Business Administration - MBA (Finance, General)
- 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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Justin Mikhalevsky
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Christopher Toumajian
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Clay Zachry
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Alan Berkshire
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