San Diego Financial Advisor Chosen NSSA Advisor of the Year

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David Reyes of Reyes Financial Architecture, Inc. in La Jolla, Calif., has been selected the National Social Security Association's NSSA Advisor of the Year. Reyes was chosen for his advocacy to educate retirees on maximizing Social Security income.

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David Reyes, Reyes Financial Architecture, Inc.

“David Reyes is a knowledgeable and passionate advocate for Social Security education,” said Kiner. “He educates many professional and public groups each year, including CPAs and attorneys on Social Security and retirement planning.”

The National Social Security Association has chosen David Reyes of Reyes Financial Architecture, Inc., in La Jolla, Calif., as its NSSA® Advisor of the Year.

The award was announced by Marc Kiner, board member of the National Social Security Association. Kiner is also a partner at Premier Social Security Consulting of Cincinnati, which teaches NSSA Social Security education courses to professional advisors across the nation and awards the NSSA Advisor accreditation to advisors who take the course and pass a certification exam.

The National Social Security Association has certified more than 900 NSSA Advisors. It offered NSSA Social Security classes to financial advisors, CPAs, insurance agents, enrolled agents and other professional advisors in more than 20 cities nationwide this year.

“David Reyes is a knowledgeable and passionate advocate for Social Security education,” said Kiner. “He educates many professional and public groups each year, including CPAs and attorneys on Social Security and retirement planning.”

Reyes, 48, has been an investment advisor for 15 years. He is founder of Reyes Financial Architecture, a Registered Investment Advisory firm specializing in portfolio risk managed strategies; retirement income distribution planning; tax reduction strategies, estate planning and Social Security planning.

He holds multiple licenses and registrations in the financial, real estate, and insurance fields and has been featured in many publications, including Kiplinger Personal Finance Magazine and Boomer Market Advisor. He is co-author of two books on estate planning and retirement planning. His most recent book, SuccessOnomics, co-authored with Stephen Forbes, is an Amazon best seller.

He is currently working on a new book titled, The 7 Secrets to a Stress-Free Retirement, which is slated for bookstores in spring of 2016. He is also host of “The Retirement Architect Radio,” heard Sunday mornings at 9 a.m. on AM 760 KFMB in San Diego.

Reyes is a distinguished graduate from UCLA’s Personal Financial Planning program and a graduate of The Wharton Business School in its Retirement Income Planning Certification program. He is also a recognized expert and speaker on how to safely maximize retirement income.

“What got most baby boomers to where they are today is not necessarily what will get them to where they need to go to succeed for tomorrow,” said Reyes. “Retirement is a big transition. Most clients who are great savers are not necessarily great investors. If you make mistakes during retirement and retirement income planning, they can be catastrophic, lifetime mistakes.

“We tell clients ‘we retire every day; you are going to retire once.’ Make sure you have the right advisor who is an expert in all aspects of retirement planning. This is what motivates me—people need help.”

Reyes said he estimates that 95 percent of his new clients have virtually no knowledge of how or when to take Social Security income. “Very, very few people come to me with a plan regarding the best way to distribute assets in conjunction with Social Security. Having a formal, written plan regarding Social Security is central to the retirement plans we help clients create. ”

Reyes said the NSSA Advisor education and certification program is the best Social Security education program nationwide.

“I think NSSA has positioned itself as the go-to accreditation for this field,” he said. “Premier was very smart and was in the right place at the right time. We have a motto in our firm that ‘you can’t teach people to care,’ and we see that motto played out in Premier. Marc Kiner and Jim Blair are knowledgeable, accessible and truly care about their advisors. They have continuing education programs and are willing to be available to support advisors when needed.”

Reyes said recent Congressional action that limits Social Security claiming options points up the need for professional advisors to learn the Social Security system in order to counsel clients wisely.

“People have paid in for their benefits and it’s very disappointing to me that our government has chosen to penalize people for claiming what they have already paid into the system,” he said. “I understand the rationale that the shortfall in 2033 will cause an adjustment in the way we plan, but it bothers me that the system already pressures people who have been great savers, investors and planners.”

A schedule of NSSA Social Security education classes through the first quarter of 2016 includes: Dec. 18, Cincinnati; Jan. 18, Webinar; Jan. 20, Cincinnati; Feb. 9, Tallahassee, Fla.; Feb. 10 Columbia, SC; Feb. 11, Webinar; Feb. 16, New Orleans; Feb. 26, San Diego; March 7, Webinar; March 8, Cincinnati; March 16, Orlando; March 17, Boca Raton, Fla.

For more information about the National Social Security Advisor certification program, go to or or call (513) 247-0526.

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Contact: Marc Kiner
Email: mkiner(at)mypremierplan(dot)com
Phone: 513) 247-0526

About Premier Social Security Consulting:
Premier Social Security Consulting, LLC in Cincinnati educates professional advisors nationwide on the nation’s Social Security program so they can counsel their clients on how to maximize lifetime Social Security income. Partners Marc Kiner and Jim Blair teach the National Social Security Advisors (NSSA) certification program.

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Marc Kiner
Premier Social Security Consulting
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