Simon Reyes
Managing Director @Falcon Pacific Group Wealth Management and Insurance Services
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WORK HISTORY
Managing Director @Falcon Pacific Group Wealth Management and Insurance Services
EDUCATION
The American College of Financial Services
Charter Leadership Fellow, Leadership
University of Washington
Bachelor of Arts (B.A.), International Relations and National Security Studies
SKILLS
ABOUT SIMON REYES
We specialize in partnering with accounting professionals—CPAs, Enrolled Agents, bookkeepers, and tax preparers—to fully integrate financial services into their existing practices. Our unique approach is designed to seamlessly expand your offerings without compromising the control you have over your client relationships. By training accounting professionals to identify key financial issues from an accountant’s perspective, we empower them to address critical client concerns such as reducing income taxes, increasing returns on retained earnings, developing business exit strategies, succession planning, wealth transfer, and much more.This new and innovative partnership allows you to offer a broader range of services without the need to hire additional expertise or resources in-house. We act as the dedicated financial services arm of your firm, working alongside your team as an extension of your practice to provide comprehensive solutions that enhance client outcomes.Our model is different—an efficient and strategic collaboration that helps your practice thrive and grow by delivering exceptional value to your clients while maintaining full control. We’re excited to introduce this unique approach and explore how it can transform your firm’s ability to serve clients in an increasingly complex financial landscape.Let’s connect and discuss how we can help your practice unlock new opportunities and elevate your client offerings with this innovative partnership.I am licensed to sell insurance in: NV, AZ, CA, NC, MI, TX, UT, WACalifornia Insurance License # 0G13434I am licensed to sell securities in: NVSeries 6, 63, and 65
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