Richard Reyes, CFP

Tel: (407) 622-6669
125 S. Swoope Ave
Suite 109
Maitland, FL 32751

The Financial Quarterback (TM)

Wealth and Business Planning Group, LLC | Financial Advisor in Maitland ,FL

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About Wealth and Business Planning Group, LLC

Richard E. Reyes, CFP represents the next generation of financial advice; Investor Coaching. Richard has spent years as an investor coach serving the retirement and investment needs for clients. The investor coaching process gives you "Peace of Mind", so you can stop worrying about your future. It helps you find happiness as it guides you in the TRUTH of investing, by teaching you how to make wise choices as you journey through your life's stages. It is all about your relationships and what you value, not your net worth.

17 Years of Experience



General Information
Firm Start Year:   1998
No.of Employees:   2-4
Insurance License#:   A304221
States Licensed in:   FL
Number of Years with Current Firm:   17
I work with the following types of clients:   Individual Investors , Businesses
Foreign Languages Serviced:   English and Spanish


Services
Investment Types:   Insurance , Mutual Funds , Commodities , Exchange Traded Funds (ETFs) , Alternative Investments , Real Estate , Annuities , Bonds , Stocks
I can meet clients in the following ways:   Via email , At my office , Via phone


Qualifications & Memberships
Insurance and Annuity Licenses:   Variable Life , Long Term Care , Variable Annuity , Disability , Life , Health , Annuity
Financial Organization Memberships:   Financial Planning Association (FPA)


Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   100000
Compensation Methods:   Flat Fee , Hourly , Based on Assets
Additional Details on Charges:   We are paid only for as long as you wish to retain our services, so we strive to demonstrate our value each and every day.

We bring the best possible solution for the client. We are not transaction-oriented, commission-driven or tied to any one product or company.


Education
BS  Univeristy of Florida
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Certfiied Financial Planner  University of Central Florida
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FAQs

  • Do you have a customer satisfaction or refund policy? Yes we do. If a client hires us to provide them with a financial road map, second opinion advice, or any other service and they are not 100% satisfied we will refund 100% of their initial engagement fee.
  • What are your qualifications? What is your education background? I graduated from the University of Florida and completed the Certified Financial Planner Program at the University of Central Florida. I am contributing author to the book titled "The Dirty, Filthy Lies My Broker Taught Me and 101 Truths about Money and Investing", and have been published & featured in various magazines, newspapers, & local television.
  • What is your approach to financial planning? Investment success is not at all about skill?it is about having a process, a plan, and good behavior. Financial planning does not end nor begin with the words, ?Buy, Sell or Hold.?
  • What services do you offer? Sleep well at night solutions for retired and near-retired individuals.
  • How many clients do you currently manage? References are provided at initial consultation.
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DISCLOSURE


DISCLAIMER

Wealth and Business Planning Group, LLC is a Registered Investment Advisor which offers Fee Planning and Asset Management.

Richard Reyes, CFP

Richard Reyes, CFP

CERTIFIED FINANCIAL PLANNER™ Certificant, Life & Health; Long Term Care; Specify below

Biography


I received my formal education at the University of Florida and completed the Certified Financial Planner Professional Education Program at the University of Central Florida.

Communities Served

Altamonte Springs Apopka
Astatula Cassadaga
Casselberry Christmas
Clermont Debary
Deland Deltona
Eustis Geneva
Gotha Kissimmee
Lake Mary Longwood
Montverde Mount Dora
Oakland Ocoee
Orange City Orlando
Osteen Oviedo
Sanford Sorrento
Tavares Windermere
Winter Garden Winter Park
Winter Springs Zellwood

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

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