IDA Wealth - Intelligence Driven Advisers - Carlsbad, California

Masoud D.

After retiring and relocating to California, I needed a reputable local wealth management firm that could satisfy my objectives of 1. Clarity, 2. Listening Skills, 3. Ethical Standards, 4. Transparency, 5. Financial Growth.

After extensive research I came across Intelligence Driven Advisers (IDA) and Mr. David Reyes in Carlsbad California.

After meeting Mr. David Reyes and his dedicated team of professionals, I came to realize his ability to explain complex financial concepts in simple terms. His proficiency in understanding my needs, goals and concerns plus his strong moral compass and adherence to ethical guidelines superseded my expectations of a wealth management firm.

Mr. Reyes was exceptionally clear about his firm fees, commissions, and/or any potential conflict of interest.

Thank you, Mr. Reyes, and your team of excellent professionals at IDA for giving me the total peace of mind and making sure that my financial goals are being achieved now and in the future.

Brian T.

We've been clients with IDA for over one year. The staff is always courteous and professional. Our adviser, David Reyes, is conscientious of our financial goals and he takes his fiduciary responsibilities seriously. We appreciate their client-first approach.

Donna C.

We have used the financial advisors at IDA for about 6 years now. They are an amazing organization who sincerely care about their clients. If you are looking for personalized financial planning and ongoing management you should definitely check out IDA. Their customer service is absolutely the best - and we are also very pleased with our returns.

Neil P.

Working with IDA and David Reyes has been a breeze. The team is highly knowledgeable and personable. The IDA wealth interactive webpage for clients integrates real-time tracking of all assets in one location. The IDA wealth podcasts and publications are thoughtful and timely, further underscoring their commitment to client engagement and communication.

Lita E.

Entrusting our personal investments with IDA has been one of the best decisions our family has made. We feel that our best financial interest is always of the utmost of importance. Each time we have met with our advisor we have been treated with nothing but respect, kindness and always a sense of calmness. We feel so valued as IDA clients.

James K.

Previously I was with a major bank financial advisor, and I am so glad I made the change to IDA Wealth. My financial advisor is Thomas Ohanesian, and I truly appreciate the comprehensive insight and advice that Thomas has provided to address my individual concerns.

As an example, I have a family member with unique care requirements, and what a blessing it was when Thomas was able to recommend a Special Needs Trust Attorney to help coordinate with IDA, and develop a much needed plan. The peace of mind that comes from knowing should something happen to me, my family's needs are addressed, only came about due to Thomas taking the time and concern to understand my individual situation.

Gain and loss is a part of life, but insight and understanding are commodities that never lose value. With that insight, IDA implements sound financial strategies, but from my experience, their discernment to the client's individual requirements is an added unique value that IDA Wealth provides.

Thank you Thomas, and everyone at IDA Wealth.

Dan H.

After using a previous financial adviser and attending many “dinners”/sales pitches from other companies, we found IDA to be very different in their approach and in doing so helped us retire early. We have used them for many years now and are very happy with them. They listen to our needs and concerns giving us clear answers to our questions. We also have gotten to know the people at IDA on a personal level, their care and concerns about our relationship gives us a feeling of being part of a family when working with them. They have been very flexible and responsive on how we communicate, whether it be in person, video, phone , or email. We would highly recommend IDA.

Eric G.

The team at IDA is professional top to bottom. Currently I am going through a rather difficult career transition, and their council, encouragement, and objective representation of current and future financial options is very helpful. I would highly recommend their services to others with investment needs, questions, or funds to activate!