Richard E. Reyes, CFP®
Years ago I was working diligently doing job my job as an investment advisor, wealth manager, or financial planner (I was never sure what to call myself back then). As far as I understood it, my job was to search for investments that would generate above average returns for my clients. That’s what the entire industry was built on and really, that’s what clients thought they hired me to do. Now think about this for a moment…the entire industry is based on the idea that their job is to find the best investments, and in the process, they are "killing the investor".
It also turns out that outperforming your neighbor is not about finding better investments; it is about creating a plan, following through on the process and behaving better. Wow, if this is true, think of what it does to your life. No more Jim Cramer, no more late nights after work trying to find the next Microsoft and Google.
If this is true (year after year, studies tell the same story) then the focus is really on the few things that you can control.
If this is true, your relationship with a financial planner should be based on trust.
If this is true, we can focus on the simple, but not easy, task of becoming a better investor.
More Great Things About Me
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. In addition to my professional qualifications, I am active in the local community serving in ministries, associations and community organizations. I am frequently asked to speak and teach workshops on various financial topics to corporate groups, individuals, professional organizations and business owners. If you want me to speak to your group make sure to click here to find our how.
I have contributed in authoring 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, and The Mutual Funds Book and have been published in various magazines, newspapers, and local television such as Fox 35, Real Estate Broker Agent, Senior Advisor Magazine, Seminole Success, Orlando Business Journal, and Central Florida Business, Wall Street Journal, BankRate.com, and various others.
I am married to a fabulous wife, Marcia and have two wonderful boys. Lastly, we make our home in the #1 city as named by Money Magazine - Lake Mary, Florida.
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