Client Ambassador Program

You’ve trusted Reyes Financial Architecture for your financial guidance, and now we want to extend the same quality financial and retirement services to the most important people in your life! We created the Client Ambassador Program to show clients like you our appreciation and to give you the chance to invite your family and friends on board so that they can experience greater financial freedom.

Refer A Friend

As a member of the Client Ambassador Program, you’ll get:

A sizable donation made in your name to your choice of our supported charities
A more active role in the causes you truly care about

Ready to become a member? Here’s how you can do it:

Simply submit at least one qualified referal to us who you think could benefit from our services. Once they come in for their Second Opinion Meeting, you’re in! Your membership will continue for the rest of the year.

To receive lifetime membership, send us at least five qualified referrals within the same calendar year who then complete their Second Opinion Meeting!

Whom should you refer?

The best referral is someone who we have not met with before, and may fall into one or more of these categories:

Is nearing or already in retirement
Is experiencing a major financial change or life event
Is worried about running out of money in retirement
Has concerns about if their money is working for them
Has questions about their financial future

Charitable Causes We Support:

Make-A-Wish Foundation of San Diego

4995 Murphy Canyon Rd., Ste. #402, San Diego, CA 92123

Make-A-Wish San Diego grants wishes for children with critical illnesses in San Diego and Imperial counties. When a wish is granted, a child replaces fear with confidence, sadness with joy, and anxiety with hope. This can have a real and tangible impact on a child’s health. In fact, research shows that wishes have proven physical and emotional benefits that can give children with critical illnesses a higher chance of survival. Doctors and social workers use wishes as part of their treatment plan because wishes are that important.

National Cheers Foundation

5666 La Jolla Blvd. #161, La Jolla, CA 92037

The National Cheers Foundation was established in the summer of 2012 by a group of amazing women community leaders in La Jolla, California. Facilitated by our annual gala and “joie de vivre” grant program, the foundation raises funds to support medical research and health institutions, health advocacy groups and outreach programs, and has developed a resource and educational program that offers women the ability to empower themselves. Education is a vital component of the National Cheers Foundation mission. Our goal is to empower women through knowledge and create health awareness by promoting educational forums, lectures, luncheons and retreats. Cheers to your health!

Rady Children’s Hospital Foundation

3020 Children's Way MC 5005, San Diego, CA 92123

Rady Children’s cares for over 281,000 patients and their families each year. Through the power of philanthropic support, we can excel as relentless champions for every child and every family to save lives and create a healthier world. Philanthropy is the driving force behind unprecedented discoveries and innovative treatments that can only be found right here at Rady Children’s.

Meals on Wheels San Diego County

2254 San Diego Ave., Ste. 200, San Diego, CA 92110

Each year, MOWSDC delivers over 650,000 nutritious meals with friendly visits to older San Diegans, helping them stay where they want to be – in their homes. As members in good standing with Meals on Wheels America (MOWA) and Meals on Wheels California (MOWCA), our organization advocates for issues that impact the health, wellness, and independence of San Diegans who are 60 or older, their pets, veterans with disabilities of any age, and their caregivers.

Please complete this form to submit your referral.

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