Specialties
About Me
Mauricio Reyes is an independent financial advisor with over 20 years of experience in the financial services industry.
He helps professionals, business owners, and corporate employees make informed financial decisions by providing personalized guidance in wealth management, retirement planning, tax-efficient strategies, insurance planning, and long-term financial security. Mauricio Reyes earned his Master’s degree in Finance from the University of Dallas in 1999. He began his career in corporate finance, where he developed a strong foundation in financial analysis and strategic decision-making. He later transitioned into client-focused advisory work, becoming a licensed insurance professional in 2009 and founding Reyes Benefits, an independent insurance agency based in Florida and licensed nationwide. In 2022, Mauricio founded Quality Financial Planning, a registered investment advisory firm built on the belief that successful financial planning requires a personalized, comprehensive approach. His mission is to help individuals, families, professionals, business owners, and corporate employees make informed financial decisions by aligning their investments, retirement strategies, protection needs, and long-term goals. Through a combination of wealth management, retirement income planning, tax-efficient strategies, insurance solutions, estate planning, and legacy planning, Mauricio helps clients navigate every stage of their financial journey with greater clarity and confidence. By integrating protection, growth, and long-term planning, Mauricio is dedicated to helping clients build, preserve, and transfer wealth while creating a more secure financial future for themselves and their families.
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Interests & Hobbies
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Credentials
RSSA, RICP
Chartered Designations
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Disclosures
Advisory services are offered through Quality Financial Planning, LLC, an Investment Advisor in the States of Florida and Texas. Insurance products and services are offered through Reyes Benefits, Inc., an affiliated company. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. This requires a review of an investor’s objectives, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Moreover, this material has been derived from sources believed to be reliable, but it is not guaranteed to be accurate or complete, and it does not purport to be a comprehensive analysis of the materials discussed.