Carlos Reyes
CFP, CPA · Reyes & Associates Financial
About Carlos Reyes
Carlos Reyes provides bilingual financial and tax planning for Hispanic business owners and professionals in San Antonio. With dual CPA-CFP credentials and 12 years of experience, he bridges the gap between accounting and financial planning to deliver comprehensive strategies.
Services Offered
Fee Structure
Fee-Only (fiduciary)
Minimum assets: $75,000
This advisor is compensated solely by client fees, not commissions. They are legally bound to act in your best interest as a fiduciary.
Specialties
Tax Planning
Minimize your tax burden with strategic planning, tax-loss harvesting, Roth conversions, and year-round tax optimization.
Small Business
Navigate business finances with guidance on entity structure, payroll, business succession, and retirement plans for owners.
Investment Management
Grow your wealth with professional portfolio management, asset allocation, and evidence-based investment strategies.
Why Choose Carlos?
12+ Years Experience
Proven track record serving clients since 2014
2 Professional Credentials
Holds CFP, CPA designations
73 Client Reviews
4.8/5 average rating from verified clients
In-Person & Virtual
Flexible meeting options to fit your schedule
Client Reviews
John M.
December 10, 2025
Working with Carlos has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
Carlos is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with Carlos for over 4 years and they have consistently delivered excellent advice. Their expertise in Tax Planning has saved us thousands.
Location
San Antonio, Texas
Map integration available on request
Request a Free Consultation
Connect with Carlos to discuss your financial goals. In-person or virtual meetings available.
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Prepare for Your Consultation
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