Fernando Reyes

Meet Fernando.

Fernando Reyes works with high-net-worth families on investment management, advanced planning, and estate strategies. His background includes more than two decades in financial services, including private banking. At EP Wealth, he helps clients understand planning trade-offs and coordinates with specialists to translate complex financial situations into practical decisions.

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Areas of focus

Investment management · Advanced wealth planning · Estate planning strategies

Credentials recorded in sources

CFP, ChFC, Certified Blockchain and Digital Assets, MBA

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EP Wealth Advisors

6 listed professionals

EP Wealth Advisors combines investment management with financial planning, tax considerations, and estate planning coordination. Its advisors work with individuals, families, and business owners through a network of local offices.

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