Mauricio Reyes, RICP®, RSSA®

Simplifying Wealth | Smarter Planning | Financial Confidence | Fiduciary Advisor

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Quality Financial Planning Mauricio Reyes, RICP®, RSSA®
Bradenton, FL

Serving Clients Nationwide

Simplifying Wealth | Smarter Planning | Financial Confidence | Fiduciary Advisor

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Mauricio Reyes, RICP®, RSSA®

Hi, I'm Mauricio Reyes. I am an independent financial advisor committed to helping professionals, pre-retirees, and retirees gain the knowledge and confidence they need to reach their financial goals.

My journey began with a Master’s in Finance from the University of Dallas, which I earned in 1999. I then built a strong foundation through roles in financial services and corporate finance before becoming a licensed insurance agent in 2009. Eventually, I founded Reyes Benefits—an independent insurance agency based in Florida and licensed in multiple states nationwide.

I am registered with the SEC and hold the RICP® (Retirement Income Certified Professional) designation from the American College of Financial Services and the RSSA® (Registered Social Security Analyst) designation from the National Association of Registered Social Security Analysts. I am also licensed in life and health insurance, allowing me to provide comprehensive coverage solutions.

Beyond my professional life, I am a family man, married with two wonderful children, and living in the Sunshine State of Florida. I enjoy sports in my free time and love expanding my knowledge through reading. These pursuits enrich my life and help me develop discipline and perseverance, reinforcing my purpose as a financial advisor.

Professional Designations

  • Registered Social Security Analyst (RSSA)
  • Retirement Income Certified Professional (RICP)

Primary Location

Bradenton, Florida

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 15-minute call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About Quality Financial Planning

Quality Financial Planning is an independent registered investment advisory firm that offers a distinct advantage over larger, captive advisory institutions. Unlike big firms that may be limited to proprietary products or aligned with a single asset manager or insurance provider, we operate with complete flexibility. This allows us to offer a broader, more customized range of investment and planning solutions tailored specifically to your goals—not confined by corporate affiliations or quotas.

As a boutique firm, we prioritize personal relationships and long-term trust over volume. Every client receives attentive, personalized service from a team that truly understands your financial picture. We’ve also partnered with seasoned specialists in each area of our services—retirement planning, tax strategy, investment management, college planning, and risk protection—so you benefit from deep, expert-level guidance across your entire financial life.

You get the sophistication of a high-level financial team, with the accessibility, independence, and attention you deserve.

Our Core Beliefs

✔️ Fiduciary first. Advice must be given solely in the client’s best interest—no exceptions.

✔️ Education empowers. When clients understand the “why” behind each strategy, they make better choices and sleep better at night.

✔️ Flexibility is strength. Life changes; a great plan adapts. Independence lets me pivot quickly, add new solutions, and refine tactics without restraint.

✔️ Diverse tools, disciplined process. A wide universe of investments—managed through an active, tactical framework—creates resilience in both calm and stormy markets.

✔️ Wealth is meant to bless. True success is measured not only in net worth but in the good we enable for family, church, and community.

The result I pursue for every client -- Clarity for today. Security for tomorrow. A legacy that endures.

Education

The University of Dallas, Master's Degree, Finance | Pontificia Universidad Javeriana, Bachelor of Business Administration (B.B.A.), International Business & Finance

Hobbies and Interests

  • Family
  • Reading
  • Sports

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Parents

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.