Joshua Reyes, CFP®, APMA®

Josh joined RBC Rochdale in 2026 with over a decade of experience in the financial services industry, including financial planning, investment management, and risk management. He partners with financial advisors and their clients to deliver Comprehensive Wealth Assessment (CWA) services that identify opportunities to enhance financial well-being across investment planning, asset protection and risk management, income tax mitigation, philanthropy, and estate and legacy planning.

Previously, Josh was a Senior Wealth Strategy Associate for UBS. In this role he supported financial advisors with their practices by providing financial planning and relationship management services to their high net worth/ultra high net worth clients. Prior to this, he held positions at Thrivent Financial and New York Life.

Josh earned a Bachelor of Science in Business Administration from the University of La Verne. He also holds the CERTIFIED FINANCIAL PLANNERTM certification and the Accredited Portfolio Management AdvisorTM designation. Josh is committed to giving back to his community whenever possible. He is involved with a local nonprofit that assists families in need, and each year he and his spouse host an annual holiday toy drive, collecting donations from family and friends to benefit additional organizations. When he’s not working or serving his community, Josh enjoys spending time with his wife and children, golfing, traveling, and rooting for his favorite sports teams.