Team

We believe our approach adds a broader perspective to all we do and focuses to provide increased benefits to our clients and their families.

Our team of financial professionals can help you address:

Cash Flow Planning
Cash Management
Retirement Decisions
Risk Management
Asset Allocation Principles and Strategies
Retirement Investing and Distribution Strategies
Roth IRA Options
Estate Planning Issues

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation. It is a rarity that we come across a situation which we have not already addressed in the past. Asset allocation does not ensure a profit or protect against a loss.

H. John Tallardy, AIF® CWS®

Managing Director & Founder

424-644-6188

JTallardy@reefwealth.com

John is the Managing Director of Reef Wealth Management serving private investors, businesses, aerospace and technology employees as both an Accredited Investment Fiduciary® (AIF®) and Certified Wealth Strategist® (CWS®).

Alex Wimmer

Wealth Advisor Assistant

424-644-6188

Alex has three years of experience in the banking and financial services industry. Prior to joining LPL, he served as a financial advisor at Merrill Lynch, where he worked closely with high net worth individuals and small business...

Christina Pacheco

Branch Operations Manager

424-644-6188

Christina@ReefWealth.com

Christina has over twenty years experience in customer service and administrative service including fifteen years as the Director of Client Service...

Isabella Blake-Thomas

Scheduler

424-644-6188

Isabella Blake-Thomas is our Scheduler at Reef Wealth Management. She is a delight to have at the firm and supports the office by scheduling client appointments in addition to planning our special events. Born in the UK and raised in...

Teresa Burdette

Client Service Manager

424-644-6188

Teresa@ReefWealth.com

Teresa has twenty years’ experience as an administrative assistant. This includes being an assistant to the Principal for LAUSD...