Fernando Reyes
Wealth Advisor
EP Wealth Advisors
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Contact Me
Send Fernando a Message
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
Leverage an array of wealth management services – retirement planning, investment management, estate planning, tax planning, philanthropy and more.
As a fiduciary, we prioritize your best interests, and our fee-only structure delivers objectivity in our investment recommendations.
Dedicated Wealth Team approach, led by your Advisor -- so you can focus on what’s important.
Taking new clients with a $500,000 investment minimum.
WATCH NOW - Weekly Stock Market Update with Adam Phillips, EP Wealth Advisors' Managing Director of Portfolio Strategy.
Get to Know Fernando Reyes
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.
I Can Help You With:
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Divorce Financial Planning
- Investment Management
- Charitable Giving
- Business Planning
Ideal Clients:
- High Net Worth Families and Individuals
- Retirees and Near Retirees
- Business Owners and Executives
- Widows or Divorced Women
- Professional Athletes and Entertainers
- Sudden Money Situations
FAQ with Fernando Reyes
- Is EP Wealth a fiduciary?
- What does it mean to have a dedicated wealth team?
- Do you offer an initial consultation to see if we may be a fit?
- How does EP Wealth charge for its services?
As a Registered Investment Advisor, EP Wealth is a fiduciary, which means we are required by law to act in the best interest of our clients.
- Is EP Wealth a fiduciary?
As a Registered Investment Advisor, EP Wealth is a fiduciary, which means we are required by law to act in the best interest of our clients.
- What does it mean to have a dedicated wealth team?
- Do you offer an initial consultation to see if we may be a fit?
- How does EP Wealth charge for its services?
Media Mentions and Industry Involvement
Office Locations
21515 Hawthorne Blvd, Suite 1200 - Torrance, CA 90503
11400 W. Olympic Blvd., Suite 170 - Los Angeles, CA 90064
250 Lafayette Circle, Suite 203 - Lafayette, CA 94549
27441 Tourney Rd, #140 - Valencia, CA 91355
5151 Shoreham Place, Suite 270 - San Diego, CA 92122