Mark Reyes, CFP®
Financial Planner
The Hour
- Pregúntale a un asesor financiero lo que quieras sobre inversiones en una hora
- Sin comisiones, productos ni discurso de ventas
The Plan
- Un programa de 8 semanas para lograr un plan estratégico de tu vida financiera
- Obtén un plan financiero de más de 8 páginas
- $0 ahora; paga después de tu primera reunión
The Ongoing
- Apoyo continuo y responsabilidad cuando lo necesites
- Videollamadas trimestrales y correos ilimitados
- Revisión financiera anual de 2 páginas
Acerca de Mark
Biografía
Hi, I'm Mark! I became a financial planner because of the lack of financial literacy in my community and I wanted to help change that. From time-to-time, I volunteer as a pro-bono financial planner in Los Angeles. I support people as they navigate their financial decisions, offering guidance that’s rooted in empathy and simplicity. My goal is to help you feel confident about your financial choices, no matter where you're starting from. I'm also the founder of Casita Financial Planning, a firm dedicated to helping people make empowered financial decisions. If you have any questions or want to share how you're working toward your goals, I'd love to chat and see how I can be of support!
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Lo personal
When I'm not working with clients, I’m at home with my wife, daughter, and two rescue dogs. I’m passionate about DIY projects—home improvement, woodworking, crafting cocktails, and modifying cars. Currently, I’m swapping the engine in my 1985 Pontiac Firebird, the car I drove in high school.
Educación y designaciones
Experiencia
Reseñas
Los clientes dicen
Los reseñadores mencionan
- Tax Planning
- Tax Filing
- Retirement Planning
- Investment Strategies
- Portfolio Analysis
- Diversification
- Savings And Budgeting
- Financial Goal Planning
- Home Purchase Planning
- Family Planning
- Estate Planning
- Student Loans
- Knowledgeable
- Clear Communicator
- Patient
- Kind
- Compassionate
- Empathetic
- Friendly
- Personable
- Approachable
- Calm
- Thoughtful
- Thorough
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Awesome experience with Mark!
Mark was fantastic! Very knowledgeable and was able to pinpoint a few tax filing misses I had regarding my assets, which I corrected soon after our call. We walked through my portfolio for an overall review of health and he suggested a path forward for diversifying a concentrated position. It was nice to just get a sanity check and reassurance on what needed to be done, and how to do it, with consideration for taxes and my specific situation. I would highly recommend him!
Mark was prepared based on our uploaded documen...
Mark was prepared based on our uploaded documents, able to calmly and thoughtfully answer our many questions, and provided a lot of valuable insight without making the process feel rushed. He is also kind and personable.
Highly recommend!
Mark is very knowledgeable, personable and easy to work with, and addressed all my questions and concerns in just one meeting. He also helps to manage expectations and understanding of his recommendations, keeping the clients best interest in mind. I felt like I could trust his judgement and expertise, and I would schedule again if needed.
Nice and kind, but not the conversation we hoped
Mark was very nice and approachable, but we left feeling a little disappointed with the conversation. We had hoped to talk more thoroughly about investing for goals sooner than retirement, but instead Mark spent most of our hour talking about savings and family planning (which we had mentioned we felt good about at the beginning of the call). I think Mark expected us to have more concrete investment goals going into the conversation, and he wasn't able to ask us questions in the moment that got us closer to articulating them (we had done all of the Nectarine intake forms but it seemed that wasn't enough). It would have been helpful to know how specific we would need to be to get somewhere productive with the conversation, and we would have otherwise waited to have the conversation. Unfortunately at the end of the hour we felt like we could have arrived where we were simply by doing our own reading and research.
Highly recommend
Meeting was extremely productive and he was very understanding of my financial situation and past. As an Asian American child of immigrants he was able to empathize with my upbringing and how it affected my financial education and advised me with thoughtfulness and compassion. I would definitely consult with him again.
Fantastic at listening and understating our nee...
Fantastic at listening and understating our needs as a family. Patiently guided us through all of our question’s. Highly recommend him.
Thorough, clear, and friendly
We've met with Mark two years in a row and we have made so much progress with his guidance. He has helped us with many aspects of our finances and made it possible for us to reach several of our goals in a short period of time. We appreciate his friendly and compassionate approach and look forward to meeting with him again.
Pleased with meeting.
He answered my questions, explained things I needed to do, and confirmed some thoughts,
Very helpful!
Mark was extremely helpful in clarifying the state of my finances and making a concrete, achievable plan to help me move towards my goals.
Great
Great
Preguntas frecuentes
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.