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About Us
Mauricio Reyes RICP®, RSSA®
Owner - Financial Advisor
Helping You Build, Protect & Make the Most of Your Financial Future
I work primarily with professionals and executives, physicians and other medical professionals, business owners, and individuals preparing for or living in retirement who want a more coordinated approach to managing their finances.
Experience Built Over More Than 20 Years
I have more than 20 years of experience in financial services. I earned my Master's degree in Finance from the University of Dallas in 1999 and began my career in corporate finance, where I developed a strong foundation in financial analysis and strategic decision-making.
My career eventually evolved toward working directly with individuals, families, and business owners. I became a licensed insurance professional in 2009 and founded Reyes Benefits, an independent insurance agency based in Florida.
In 2022, I founded Quality Financial Planning, an independent registered investment advisory firm, to provide clients with a more comprehensive and flexible approach to financial advice.
Independence is important to me. Rather than being limited to a single financial institution's solutions, I can work with multiple financial organizations, asset managers, technology providers, and other professionals to identify strategies that fit each client's circumstances and objectives.
Our planning process can bring together investment management, retirement income, tax planning, business planning, insurance, and estate and legacy planning.Always Looking for Better Ways to Serve
The financial world continues to change—markets shift, tax laws change, technology evolves, and new financial strategies emerge.
Throughout my career, I have made continuous learning central to how I serve clients. My goal is to evaluate new ideas, strategies, technology, and financial solutions and determine where they may provide meaningful value.
I believe clients deserve more than a collection of financial products. They deserve someone willing to understand their situation, explain their choices, coordinate the different parts of their financial lives, and help them make informed decisions with greater clarity and confidence.The Values Behind My Work
My approach to financial planning is also shaped by my personal life.
As the son of a physician, I grew up with a strong appreciation for professional responsibility, integrity, and service to others. Today, I am a husband and father of two children, including a child with autism. Being a parent has deepened my understanding that every family's circumstances, priorities, and concerns are different—and that planning for the future is ultimately about much more than numbers.
My Catholic faith and involvement in my church community have also reinforced the values I try to bring to my work: integrity, honesty, respect, responsibility, and service.
Outside the office, I enjoy spending time with my family, sports, and maintaining an active and healthy lifestyle.