Our Coach

Richard E. Reyes, CFP®
The Financial Quarterback™/Investor Coach

My Story

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".

When I realized these implications, my entire job and mission changed. I realized that 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.” Unfortunately, for a great number of people that has been the extent of the so-called advice they have received. I could not figure out why this story was not being told anywhere. For this reason an amazing transformation occurred and I created the Investor Coaching Experience. It turns out my job was not to find great investments, but to help create great investors who can sleep well at night.

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.

To arrange an initial consultation and begin sleeping well at night,
simply click the "Contact Us" button on top of the page or click here.

¹ It should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results.
² It should not be construed as a current or past endorsement of the adviser by any of its clients.
³ Lists or rankings published by magazines and other sources are generally based exclusively on information prepared and submitted by the recognized adviser.

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