I am Richard E. Reyes, CFP®, owner and President of Wealth & Business Planning Group, LLC (The Financial Quarterback TM). For over 18 years I have been exclusively providing Baby Boomer individuals and families with sleep well at night solutions to help them prepare and enjoy their retirement. In addition to running the day to day events in my practice, I love to teach. I serve as an adult education instructor throughout central Florida colleges where I teach courses on Retirement, Social Security, and Taxes.
I have been published and am a sought after avid contributor to various magazines, newspapers, and local television such as Fox 35, Wall Street Journal, BankRate.com, Orlando Business Journal, Bloomberg, and various others. I have also authored portions to the following books titled The Dirty, Filthy Lies My Broker Taught Me and 101 Truths about Money and Investing, The Complete Guide to Investing in Annuities, The Mutual Funds Book and most recently, Remarkable Retirement.
My success is driven by my clients’ success – nothing is more rewarding than creating a successful plan for a client to help ease or eliminate their financial stress, worries, or fears. I love when clients retire, but most importantly, when they stay retired.