Menu
Home
About
Services
Retirement Workshops
Client Login
Schedule a Call
Global Portfolio Strategy | January 2026
</div> </div> </div> </div> </section> </section> </div> <div class="footer-container"> <footer> <section class="o-container c-footer__container"> <div class="o-grid__collapse"> <div class="c-footer__contact"> <div class="contact"> <h4>Contact</h4> <div class="moonlight-contact-information"> <p class="moonlight-phone">Office: <a href='tel:3108606373'>310-860-6373</a></p> <div class="moonlight-address_block"> <p class="moonlight-address1">2041 Rosecrans Avenue</p> <p class="moonlight-address2">Suite 385</p> <p> <span class="moonlight-city">El Segundo,</span> <span class="moonlight-region">CA</span> <span class="moonlight-postalcode">90245</span> </p> </div> <a href="mailto:JTallardy@reefwealth.com" itemprop="email"> JTallardy@reefwealth.com </a> </div> <div class="c-socialMedia"> <a href="https://www.facebook.com/Reef-Wealth-Management-101536418660948" target="_blank" rel="noopener noreferrer" class="facebook" aria-label="Facebook"> <i class="fa fa-facebook" aria-hidden="true"></i> </a> <a href="https://twitter.com/reefwealthmgmt" target="_blank" rel="noopener noreferrer" class="twitter" aria-label="Twitter"> <i class="fa fa-twitter" aria-hidden="true"></i> </a> <a href="https://www.linkedin.com/in/johntallardy" target="_blank" rel="noopener noreferrer" class="linkedin" aria-label="LinkedIn"> <i class="fa fa-linkedin" aria-hidden="true"></i> </a> </div> </div> </div> <div class="c-footer__quick-links"> <section class="quickLinks"> <h4>Quick Links</h4> <ul><li><a href="https://www.reefwealth.com/resource-center/retirement" >Retirement</a></li><li><a href="https://www.reefwealth.com/resource-center/investment" >Investment</a></li><li><a href="https://www.reefwealth.com/resource-center/estate" >Estate</a></li><li><a href="https://www.reefwealth.com/resource-center/insurance" >Insurance</a></li><li><a href="https://www.reefwealth.com/resource-center/tax" >Tax</a></li><li><a href="https://www.reefwealth.com/resource-center/money" >Money</a></li><li><a href="https://www.reefwealth.com/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://www.reefwealth.com/resource-center/articles" >Latest Articles</a></li><li><a href="https://www.reefwealth.com/resource-center/videos" >All Videos</a></li><li><a href="https://www.reefwealth.com/resource-center/calculators" >All Calculators</a></li></ul> </section> </div> <div class="c-footer__disclosure"> <section class="note"> <div class="shared__BrokerDealerDisclosure"> <p class="FormCRS">LPL <a target="_blank" href="https://www.lpl.com/crs">Financial Form CRS</a></p> </div> <p class="boker-check-disclaimer">Check the background of your financial professional on FINRA's <a href="//brokercheck.finra.org/" target="_blank" rel="noopener noreferrer">BrokerCheck</a>.</p> <p class="globalDisclosure">The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.</p> <p class="globalPersonalInformationLink"> We take protecting your data and privacy very seriously. As of January 1, 2020 the <a href="https://oag.ca.gov/privacy/ccpa" target="_blank">California Consumer Privacy Act (CCPA)</a> suggests the following link as an extra measure to safeguard your data: <a href="https://www.reefwealth.com/donotsellmypersonalinformation" target="_self">Do not sell my personal information</a>. </p> <p class="globalCopyright">Copyright 2026 FMG Suite.</p> <p class="globalDisclaimer"><p>The consultants of Reef Wealth Management are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member <a href="http://www.finra.org/" target="_blank" rel="noopener">FINRA</a> & <a href="http://www.sipc.org/" target="_blank" rel="noopener">SIPC</a>.</p><p>The LPL Financial Registered Representatives associated with this site may discuss and/or transact securities business with residents of the following states: CA, CO, NJ, NM, NC, OK, PA, TX, TN, HI, NY.</p></p> </section> </div> </div> <div class="o-grid__collapse"> <div class="c-footer__custom"></div> </div> <div class="rule2"> </div> </section> </footer> </div> <!-- /container --> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/007/dist/scripts.js?v=2.86.45.32672.805"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/globalassets/template7/js/global-asset-scripts.js"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/vcard.js?v=2.86.45.32672.805"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/cookieUtilities.js?v=2.86.45.32672.805"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/cookieConsentBanner.js?v=2.86.45.32672.805"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/cookiePreferences.js?v=2.86.45.32672.805"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/embedBlockedPlaceholder.js?v=2.86.45.32672.805"></script> <script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/sections.js?v=1"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Headers/sticky/js/sticky.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/subpageBanner.js"></script><script type="text/javascript" src="//fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/commonRequests.js"></script><script type="text/javascript" src="https://fmg-websites-custom.s3.amazonaws.com/front-end-snippets/slick/slick.min.js"></script><script> combiningSectionsFunction('.dev-combineSections-Services'); combiningSectionsFunction('.dev-combineBoxes', true); combiningSectionsFunction('.dev-boxRotator', true); //CTA version moveSection('.dev-specialCTA-insertFormSXS.section_Form', '.dev-specialCTA-insertFormSXS.section_SideBySide .c-sxs__text'); $(function() { // 1. The Contact/Schedule Buttons (Defaults to 'navMimicBtn') setNavMimicBtn({ urls: ['/contact', '/schedule', '/meeting'] }); setNavMimicBtn({ urls: ['/login'], classNames: ['navMimicBtn2'] }); // const videoBG = [ // { // type: 'video', // selector: 'dev-sectionEffect-videoBackground', // videoSRC: '//static.fmgsuite.com/media/documents/ea600a0b-863e-4eb9-bcf2-978d6443a23f.mp4', // poster: '//static.fmgsuite.com/media/SectionBackgroundImage/originalSize/cd68570c-e898-4865-9fca-050ddacdbfd2.jpg', // }]; // videoBackground(videoBG); }); //Count Up to Number if (document.querySelectorAll(".dev-EnableNumberCounter").length > 0) { $('.dev-EnableNumberCounter').each(function(){ $(this).find('.countEmUp h2').each(function(){ let number = $(this).text().match(/[\d.]+/); if (number?.length) number = Number(number[0]); if(number > 0){ $(this).html($(this).html().replace(number, `<span class="counter" data-total="${number}">0</span>`)); } }) }); const runCounter = function(total, target){ $(target).prop('Counter',0).animate({counter: total}, { duration: 4000, easing:'swing', step: function(now) { if (total % 1 == 0) { $(target).text(Math.ceil(now)); } else{ $(target).text(now.toFixed(1)); } } }); }; const countUpCallback = function(entries, observer){ entries.forEach(function(entry){ if(entry.isIntersecting){ Array.from(entry.target.querySelectorAll('.countEmUp h2 .counter')).forEach(function(counterElement){ runCounter(counterElement.dataset.total, counterElement); }); observer.unobserve(entry.target); } }) }; const countUpOptions = { threshold: 0.3 }; const countUpObserver = new IntersectionObserver(countUpCallback, countUpOptions); $('.dev-EnableNumberCounter').each(function(){ countUpObserver.observe(this); }); } // Move stat box to image $('.dev-statSxS .statBoxes').insertAfter('.dev-statSxS .c-sxs__image img'); // Slick $(document).ready(function() { $('.dev-boxRotator .box').each(function() { $(this).wrap('<div class="slider__item" />'); }); $('.dev-boxRotator .o-grid__collapse').each(function() { $(this).children().wrapAll('<div class="slider" />'); }); $('.dev-boxRotator .slider').slick({ slidesToShow: 3, slidesToScroll: 1, autoplay: true, autoplaySpeed: 5000, speed: 600, infinite: true, arrows: true, dots: false, variableWidth: false, responsive: [ { breakpoint: 1024, settings: { slidesToShow: 2 } }, { breakpoint: 768, settings: { slidesToShow: 1 } } ] }); }); // wrap nav for circle item nav $(document).ready(function() { $('.dev-circleBoxTabs .tabNavigation').wrap('<div class="navWrapper" />'); }); // select tab on hover $(window).on('load', function () { $('.dev-circleBoxTabs').each(function () { var $section = $(this); var activeIndex = $section.find('.tabNavItem.currentTab').index(); function showTab(index) { $section.find('.tabNavItem').removeClass('currentTab').eq(index).addClass('currentTab'); } $section.find('.tabNavItem').on('click', function () { activeIndex = $(this).index(); $section.find('.box').removeClass('selectedBox').eq(activeIndex).addClass('selectedBox'); }); $section.find('.tabNavItem').on('mouseenter', function () { var index = $(this).index(); showTab(index); $section.find('.box').removeClass('selectedBox').eq(index).addClass('selectedBox'); }); $section.find('.box').on('mouseenter click', function () { $section.find('.box').removeClass('selectedBox'); $(this).addClass('selectedBox'); }); }); }); </script><script> // Add inframe code to footer and footer var link = "https://seal-sanjose.bbb.org/logo/ruhzbul/iframe/reef-wealth-management-1423026.html"; var c = '<div class="bbb-btn"><iframe src="https://seal-sanjose.bbb.org/logo/ruhzbul/iframe/reef-wealth-management-1423026.html" width="200" height="90" frameborder="0" marginwidth="0" marginheight="0" scrolling="no">
'; $('.c-topbar .c-header-btn').append(c); // $(c).insertAfter('footer .c-footer__contact .c-socialMedia'); $(c).insertAfter('.c-header__inner .c-template__logo');
