Michelle Delos Reyes, CFP®, CPCA, CIM

For over 20 years, I have been a proud partner in my clients' financial success. I value relationships based on honesty and trust. Your values, needs and preferences guide me in recommending solutions in your best interest. I am committed to helping people live life with comfort and dignity.

I always pursue high-level professional skills training so I can put the latest industry knowledge to work for you and provide quality advisory services that take market trends and your needs into account. I maintain the following designations : CFP®, CPCA, CIM. 

Backed by a team of experienced professionals, which may include financial planners, notaries, lawyers and tax experts, I'll do more than a basic review with you — I'll consider every aspect of your financial security, including:

• Establishing a personal budget
• Reviewing your investments
• Evaluating any insurance needs
• Determining if you can reduce your taxes
• Planning your retirement
• Understanding your estate wishes, and any legal matters

After this process, I'm certain you'll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you.