Mark Reyes
Advisor at Nectarine
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
I became a financial planner because of the lack of financial literacy in my community and I wanted to help change that. With over 12 years of industry experience, I specialize in helping Gen X, Millennial and Gen Z adults with their money. I support people as they navigate their financial decisions, offering guidance that’s rooted in empathy and simplicity.
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 a 1985 Pontiac Firebird, the car I drove in high school.
My firm Casita incorporates a behavioral based approach to financial planning that blends the psychology of finance with traditional financial planning. We create financial plans that are aligned with your core values, emotions, and money behaviors to ensure effectiveness and impact.
Expertise
General retirement planning
Demographic focus
HENRY (High Earners, Not Rich Yet)
Parents
Gen Y/Millennials (Born 1980-1995)
Fee options
beginning at 0.50%, up to 0.90%
300
beginning at $99, up to $599
Financial Planning services can be provided independent of investment management services.
Location
840 Apollo St, Ste 100
El Segundo, CA 90245
Most active in
Mark R has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
Magellan Federal
2025 - Present (1 year)
Nectarine
2024 - Present (2 years)
Casita Financial Planning LLC
2024 - Present (2 years)
Nerdwallet Advisory
2024 - 2024 (1 year)
Albert Securities, LLC
2021 - 2024 (3 years)
Albert Investments, LLC
2019 - 2024 (5 years)
Albert Corporation
2019 - 2024 (5 years)
California Capital Management
2018 - 2019 (1 year)
Wilshire Associates
2012 - 2018 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Joo Hong K
Series 63, Series 65
Los Angeles, CA
Solomon Investment Consulting, Inc.
Linda W
CFP®, Series 63, Series 65
Long Beach, CA
Linda A. Walker, CFP
Max P
CFP®, Series 66
Playa Del Rey, CA
Pashman Financial LLC
Dominic W
Series 65
Los Angeles, CA
MDW Capital Management Corp.
Mark G
Series 63
Los Angeles, CA
Haleakala Investment Advisors
Joseph L
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
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