Mark Reyes, CFP®
Financial Planner
The Hour
- Ask a financial advisor anything about investing in one hour
- No commissions, products, or sales pitch
The Plan
- An 8 week program to achieve a strategic plan for your financial life
- Get an 8+ page financial plan
- $0 due now, pay after your 1st meeting
The Ongoing
- Ongoing support and accountability when you need it
- Quarterly video calls & unlimited emails
- Annual 2 page financial checkup
About Mark
Bio
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!
I Can Help You With
I Enjoy Working With
Personal Stuff
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.
Education & Designations
Experience
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Frequently Asked Questions
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.