Mauricio Reyes is an independent financial advisor with over two decades of experience in the financial services industry. He is dedicated to helping professionals, pre-retirees, and retirees gain the clarity and confidence they need to achieve lasting financial security. His specialties include retirement income planning, Social Security optimization, and comprehensive insurance solutions.
Mauricio began his career after earning a Master’s degree in Finance from the University of Dallas in 1999. His early roles in corporate finance and financial services provided a strong foundation for his transition into client-focused advisory work. In 2009, he became a licensed insurance agent and went on to found Reyes Benefits, an independent insurance agency based in Florida and licensed nationwide.
He is registered with the SEC and holds advanced industry designations, including the RICP® (Retirement Income Certified Professional) and RSSA® (Registered Social Security Analyst). He is also licensed in life and health insurance, allowing him to offer a full spectrum of financial protection strategies.
A strong believer in lifelong learning and service, Mauricio combines deep professional expertise with a commitment to integrity, education, and long-term client success.
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Beneficiary Liquidity Plan
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21st Century Trust Funding Method
NOT just for Millionaires and Billionaires
