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Richard Reyes, CFP

Wealth and Business Planning Group, LLC

125 S. Swoope Ave
Suite 109

Maitland, FL 32751
(407) 6226669

The Financial Quarterback (TM)

About Wealth and Business Planning Group, LLC

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

CRD#

3084281

Firm CRD#

146151

Insurance License#

A304221

States Licensed in

FL

Years of Experience in Financial Services

21

Number of Years with Current Firm

21

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

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

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

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant, Insurance License (Life & Health; Long Term Care; Specify below)

Securities Licenses

Series 63, Series 6, Series 65

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Disability, Life, Health, Annuity

Financial Organization Memberships

Financial Planning Association (FPA)

Compensation and Fees

Fee Structure

Fee-Based (Fee and Commissions)

Minimum Portfolio Size for New Managed Accounts

100000

Compensation Methods

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
-

Certfiied Financial Planner -

University of Central Florida
-

Disclosures

http://www.thefinancialqb.com

Disclaimer

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