Jordan Varela has seventeen years of professional experience advising individuals and their families on a variety of sophisticated wealth management issues. A graduate of UCLA, Jordan started Varela Reynolds Wealth Management in 2017, and leads his team in portfolio development and management. Before any financial decisions are made, he considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional. With this intimate knowledge about what you value most, Jordan is able to help you establish objectives, develop an appropriate strategy and make recommendations that help connect all the pieces of your financial life. Jordan can conduct reviews with you to help you review your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life and/or business. Jordan is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Jordan is also a Chartered Retirement Planning Counselor®.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S., which it awards to individuals who successfully complete a CFP Board's initial and ongoing certification requirements.

California Insurance Producer License: 0D10496. Resident State: CA

Raquel Reynolds has more than nineteen years of professional experience providing financial and wealth management services. Raquel started Varela Reynolds Wealth Management in 2017. Her primary areas of practice are portfolio and retirement strategy development and management, cash flow analysis and income solution development, and relationship management.

California Insurance Producer License: 0G03416. Resident State: CA