Financial Planner | Financial Coach | Financial Advisor | Financial Advocate
I help busy individuals and families avoid planning procrastination by creating simple rules that will help you to save, grow and protect your assets. – Art Flores
Arthur Flores, CFP® brings together both financial planning and wealth management services to help clients achieve their financial goals. Answering your most pressing financial questions is what Flores Wealth Planning is here to do. He provides a modern planning approach that includes strategies and action plans but more importantly he gets to understand who you are before making any recommendations. Arthur works with his clients either virtually or face-to-face and accommodates to their busy schedules. As a fee-only advisor, Arthur does not sell financial products and does not accept commissions of any kind. He feels this minimizes conflicts of interest. He uses state of the art financial planning and communication tools to help bring information to you efficiently and securely. Creating a financial plan is a partnership, and he will work with you to create a plan that meets your needs.
Arthur Flores is a Certified Financial Planner™ professional (CFP®) and a registered financial advisor with the National Association of Personal Financial Advisors (NAPFA). He also serves as a part‐time Military Family Life Counselor/Personal Financial Counselor for Zeiders Enterprises. In this role, he provides general financial education and counseling to service members and their families. Before launching Flores Wealth Planning, he worked extensively with Citigroup, Smith Barney, and Morgan Stanley Smith Barney as Vice President of the Planning Services Group and as a Vice President and Regional Planning Specialist before that. In these roles, he trained more than 5,000 Financial Advisers on wealth management topics and techniques. Arthur was also an investment adviser representative with Garrett Investment Advisors, LLC., a fee-only financial planning and investment advisory firm founded by Sheryl Garrett, CFP®, who started the well-known Garrett Planning Network, a nationwide network of fee-only, hourly financial planners.
Arthur has taken 20 years of experiences and built Flores Wealth Planning, LLC which is registered as an Investment Adviser with the State of New York.