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 | |
| Gender: | Male |
| Insurance License#: | A304221 |
| States Licensed in: | FL |
| Number of Years with Current Firm: | 21 |
| I work with the following types of clients: | Individual Investors, Businesses |
| Foreign Languages Serviced: | English and Spanish |
| Advisory Services Provided: | Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management |
Services |
| Investment Types: | Real Estate, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments |
| I can meet clients in the following ways: | Via Phone, At my 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) |
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 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. |
| BS |
Univeristy of Florida
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| Certfiied Financial Planner |
University of Central Florida
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Wealth and Business Planning Group, LLC is a Registered Investment Advisor which offers Fee Planning and Asset Management.
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.
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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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