David Reyes, CFP®, EA, AIF®
Wealth Adviser & Financial Planning Director
David joined the IDA team in 2021 with several years of industry experience. Throughout his career he has worked primarily as a financial planner with an emphasis on tax planning. David is a Certified Financial Planner (CFP) as well as an Enrolled Agent (EA), the highest credential awarded by the IRS. He is also an Accredited Investment Fiduciary which allows him to implement his specialized knowledge in a fiduciary capacity to benefit client’s investment strategies.
David plays an integral role in providing in-depth analysis and construction of comprehensive financial plans. He works with clients in areas of retirement planning, tax planning, estate planning, and investment strategies to ensure optimal strategies are in place to help clients reach their financial goals.
“Born and raised in San Diego, David enjoys spending his time with his wife Jessica and their 2 kids. You may also find him intensely rooting for his favorite basketball team, the Los Angeles Lakers.”