Diana Reyes

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Valencia, CA 91355

Credentials

Series 63, Series 65

Industry experience

36 years

Expertise

Retirement income strategy Divorce financial planning Business ownership considerations Business exit / sale strategy Wealth management

Occupation focus

Founder/Business Owner

Work history

Edward Jones

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Bryan C

CFP®

Simi Valley, CA

Bridge the Gap Retirement Planners

At Bridge The Gap we purposefully choose to work with a small number of clients per advisor, so each client’s situation can be served as a priority. This provides clients with a partnership that goes deeper into your financial planning needs. Our goals is to be the go to for all things financial, and to be your accountability partner in implementation. Many advisors draft clients a plan, but we work to together to live it. We have ongoing planning conversations with our clients around investments, risk management, liquidity analysis, estate planning, tax planning, tax efficiency, and goal fulfillment.

Income planning Wealth management General retirement planning Baby Boomers (Born 1946-1964)

Natalia A

Series 66

Santa Clarita, CA

Merrill

Natalia Avila is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined the firm in March 2017, drawn by its goals-based wealth management process, global resources, and integrated services designed to help clients pursue their financial goals. Natalia develops personalized wealth management strategies that reflect clients’ priorities and adapt to changing market conditions, leveraging insights from Merrill Lynch and banking solutions from Bank of America. Natalia holds a Bachelor’s degree in Economics from the University of California, Los Angeles, and serves as a Personal Investment Advisor (PIA). She has seven years of military experience, having completed two tours in Iraq and Afghanistan. Her areas of client focus include retirement planning, family wealth management, legacy planning, investment strategy, and services tailored for military and law enforcement personnel. Fluent in both English and Spanish, Natalia supports community efforts such as Homes4Families and Operation Gratitude. Outside of work, she enjoys traveling, exercising, golfing, hiking, music, reading, soccer, and tennis.

General retirement planning Retirement income strategy Wealth management Business ownership considerations General estate planning guidance Military & Veterans Doctor or Medical Professional Founder/Business Owner Retired

Miccal J

Series 63, Series 65

Simi Valley, CA

Edward Jones

Retirement income strategy Wealth management ESG / Sustainable investing Professional Athlete

Robyn L

CFP®, Series 63, Series 65

Santa Clarita, CA

Merrill

Robyn Lawhon serves as an Associate Resident Director and Wealth Management Advisor at Merrill, where she provides personalized wealth management strategies tailored to clients' individual goals and changing market conditions. She offers clients access to Merrill’s investment insights alongside Bank of America's banking and lending solutions. Her approach centers on developing a comprehensive Personal Wealth Analysis to align financial planning with clients' priorities, particularly for those navigating major life events or seeking clarity about their financial future. Robyn’s expertise encompasses areas such as college education planning, family wealth management, retirement planning, portfolio management, tax minimization, and supporting women with wealth. She holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). Her educational background includes a high school diploma from Vinita High School. Robyn is also involved in professional organizations such as CIVMIL. Originally from Oklahoma, Robyn relocated to Southern California in 2005. Outside of her professional responsibilities, she enjoys painting with watercolor and acrylics, golfing, reading, traveling—particularly around the American Southwest—and spending time with her family. She is interested in genealogy and participates in community volunteer activities aligned with Merrill’s tradition of engagement.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Women Professionals

Heather D

Series 66

Stevenson Ranch, CA

Edward Jones

Retirement income strategy Business ownership considerations Wealth management Founder/Business Owner

Michael J

Series 63, Series 66

Simi Valley, CA

Fidelity

Mike Johnson is a Planning Consultant at Fidelity Investments, where he collaborates with clients and advisors to develop, implement, and monitor comprehensive financial plans. Prior to joining Fidelity Investments in 2023, he worked as a Relationship Banker at JP Morgan Chase from 2022 to 2023. Mike holds a California Insurance License, which supports his work in financial planning and consulting. Outside of his professional career, Mike enjoys attending concerts, hiking, watching movies, exploring outdoor adventures, and participating in theater activities.

General retirement planning Consultant
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