George Reyes AIF®, CWM
Director of Wealth Management & Planning
George is the Director of Wealth Management and Planning at Stern, Kory, Sreden and Morgan, AAC (SKSM). As a wealth management professional with more that 15 years of experience, George specializes in financial planning including retirement planning and portfolio management for high-net-worth individuals, high‐achieving entrepreneurs, and their families.
He serves as a Board of Director at College of the Canyons Foundation.
George has the Accredited Investment Fiduciary® (AIF®) designation which signifies expertise in fiduciary responsibility and prudent investment practices. In addition, George is a Chartered Wealth Manager and holds securities licenses Series 7 and Series 66 primarily serving clients in Southern California especially Santa Clarita Valley area.
Prior to joining SKSM, George served as Vice President, Senior Financial Advisor for UnionBanc Investment services covering Encino, Sherman Oaks, Panorama City and Porter Ranch, California. He also worked at Merrill Lynch’s Private Banking and Investment Group as a Financial Analyst and as Vice President, Financial Solutions Advisor for Merrill Lynch.
George earned his Master of Business Administration from Pepperdine University and his Bachelor of Science from University of California Santa Barbara majoring in Financial Mathematics and Statistics. George also completed Boston University's Financial Planning certification. Furthermore, George is a proud graduate of College of the Canyons with an Associates Degree in Mathematics. During his time in College of the Canyons, he was an active member of the Mathematics, Engineering and Science Achievement (MESA) program.
As a resident of Santa Clarita, George enjoys spending his free time with his wife and daughter. As a family, they enjoy traveling and trying new cuisines. George also enjoys staying active by doing Brazilian jiu‐jitsu, cycling, powerlifting and hiking.
***The Accredited Investment Fiduciary (AIF®) designation is an ANSI-accredited under ISO/IEC 17024, reflecting independent, nationally recognized standards for professional certification.
***Securities offered through Cetera Wealth Services LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is
under separate ownership from any other named entity.