Joseph Reyes

Senior Financial Planning Specialist
Joseph Reyes

Joseph is a senior financial planning specialist for Charles Schwab. He has more than 20 years of experience working in financial services since 2002. In addition to investment management and comprehensive financial planning, he specializes in estate planning, navigating Social Security and Medicare, insurance, and complex pension plans. He holds a Bachelor’s of Science degree in global business from Arizona State University and a certificate in financial planning from the Metropolitan College of Denver.

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The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries: Charles Schwab Trust Bank; Charles Schwab Bank, SSB; Charles Schwab & Co., Inc.; and Schwab Retirement Plan Services, Inc. Trust, custody, and deposit products and services are available through Charles Schwab Trust Bank and Charles Schwab Bank, SSB, Members of FDIC. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC). Schwab Retirement Plan Services, Inc. is not a fiduciary to retirement plans or participants and only provides recordkeeping and related services.

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