Richard Reyes, CFP
Wealth and Business Planning Group, LLC
Tel: (407) 622-6669
Suite 109
Maitland, FL 32751
The Financial Quarterback (TM)
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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.
| 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.
DISCLOSURE
DISCLAIMER
Wealth and Business Planning Group, LLC is a Registered Investment Advisor which offers Fee Planning and Asset Management.
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
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Mon. | 8:00 AM - 5:00 PM |
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Tue. | 8:00 AM - 5:00 PM |
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Wed. | 8:00 AM - 5:00 PM |
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Thu. | 8:00 AM - 5:00 PM |
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Fri. | 8:00 AM - 5:00 PM |
Social Networks
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