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.
|Firm Start Year:||1998|
|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|
|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)|
|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.
Univeristy of Florida
|Certfiied Financial Planner||
University of Central Florida
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.
|Winter Garden||Winter Park|
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|