This Is

Our Story

We founded Rea Financial to serve our community, touch the hearts of friends and neighbors and help them enter this exciting new phase of life—retirement is not the end, it’s only the beginning.

The Great White Egret

So, why the bird?

At Rea Financial, our logo is an important symbol of the values, beliefs and vision that drive our company.

More than meets the eye

Local to Orlando, Egrets aren’t only a common sight around town. For many cultures, they represent truth, honesty, and good intentions.

A symbol of support

For those who find themselves in transitional phases of life, these majestic birds are said to bring emotional and spiritual support.

Guiding the way with purpose

Like the Egret, the team at Rea Financial works hard to deliver the same comfort, guidance, and clarity on the journey to and through retirement.

Our Core Value

At Rea Financial, we help our clients Live Long and Finish Strong. To us, this means living a full life that has meaning, purpose and a multi-generational impact that’s greater than money. We accomplish this by delivering a Purpose-Driven Retirement Plan™ rather than managing a portfolio without purpose.

Meet the Team

James W. Rea

Certified Financial Fiduciary®️
Founder & President

Learn More About James


Director of First Impressions


Client Success Advisor


Marketing & event Coordinator

Laurinda Curti

Licensed Medicare Agent

Brittany Yocum


Janet McIntosh

Licensed Medicare Agent

Trusted Partners

Certified Fiduciary Financial logo

James W. Rea

Certified Financial Fiduciary
Founder & President

James founded Rea Financial with one goal in mind: to prepare clients for a successful retirement with proven retirement strategies that cover the five key areas of the financial planning process. Through education and proper planning, James and his team provide the confidence and clarity clients need to spend less time worrying and more time enjoying the things they love most during retirement.

For the last 20-plus years, James has worked in the financial services industry as a consultant and educator, teaching thousands of students and retirees. Through his financial guidance and Purpose-Driven Retirement Plan™ process, many of his students have become clients and lifelong friends.

James is a Certified Financial Fiduciary® and always operates with his clients’ best interests in mind. Additionally, he is an American Financial Education Alliance (AFEA) coach and their current president. AFEA is a non-profit dedicated to informing and empowering Americans to take control of their finances by providing comprehensive financial education in communities nationwide.

James has been married to Kristina (Kris), his wife and best friend, for more than 28 years. Together, they have four children, two sons-in-law and three grandchildren. In his free time, James enjoys spending time with Kris and their family. He also stays active with the occasional basketball game, golfing and long distance running. He feels it’s important to enjoy life to the fullest by eating healthfully, exercising and living a life that’s pleasing to the Lord.