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.
Richard E. Reyes, CFP, The Financial Quarterback(TM) provides sleep well at night solutions for retired and near-retired individuals through comprehensive retirement plans customized to each client's needs. It's not only about retiring, but more importantly about formulating a plan to stay retired.
General Information |
| Firm Start Year: | 1998 | |
| No.of Employees: | 2-4 | |
| Insurance License#: | A304221 |
| States Licensed in: | FL |
| Number of Years with Current Firm: | 21 |
| Work with the following types of clients: | Businesses, Individual Investors |
| Foreign Languages Serviced: | English and Spanish |
| Advisory Services Provided: | Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Investment Advice & Management, Insurance Products & Annuities, Money Management |
Services |
| Investment Types: | Real Estate, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments |
| Can meet clients in the following ways: | Via Phone, Our Office, Via Email |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Annuity, Long Term Care, Annuity, Health, Life, Variable Life, Disability |
| Financial Organization Memberships: | Financial Planning Association (FPA) |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | 100000 |
| Compensation Methods: | Based on Assets, Hourly, Flat Fee |
| 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. |
Why should I choose you as my financial advisor?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 are your qualifications? What is your education background?Investment success is not at all about skillit is about having a process, a plan, and good behavior. Financial planning does not end nor begin with the words, Buy, Sell or Hold. |
How do you charge for your services?Wealth and Business Planning Group,LLC is a Registered Investment Advisor which offers Fee Planning and Asset Management. Our fee structure is completely transparent and easily understood by our clients. Our fees are not only competitive; theyre a great value for the service provided and value added to your financial and investment planning! |
How are you compensated? How will I pay for your services?We are a Registered Investment Advisor which offers Fee Planning and Asset Management. Our fee structure is completely transparent and easily understood by our clients. Our fees are not only competitive; theyre a great value for the service provided and value added to your financial and investment planning! |
Disclosures |
| http://www.thefinancialqb.com |
Disclaimer |
| Wealth and Business Planning Group, LLC is a Registered Investment Advisor which offers Fee Planning and Asset Management. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
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Mon. | 9:00 AM - 5:00 PM |
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Tue. | 9:00 AM - 5:00 PM |
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Wed. | 9:00 AM - 5:00 PM |
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Thu. | 9:00 AM - 5:00 PM |
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Fri. | 9:00 AM - 5:00 PM |
| 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 |
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