Financial Planner | Financial Coach | Financial Advisor 

Helping individuals take control of their financial future and achieve their financial goals.. – Arthur Flores

Arthur Flores, CFP® is a dedicated financial planner with a passion for helping individuals and families achieve their financial goals. With a compassionate and empathetic approach, Arthur has made it his life’s work to assist his clients in answering their financial questions and providing comprehensive planning solutions. He has developed a reputation for providing personalized guidance that caters to each client’s unique needs and financial circumstances. Arthur’s deep understanding of financial planning has helped many clients gain clarity and confidence in their financial decisions, allowing them to achieve financial security and freedom.

One of the unique aspects that set Arthur apart from other financial planners is his use of mind maps to help clients understand their financial situation and develop a customized financial plan. Mind maps are diagrams that can help individuals visually organize their thoughts and ideas, making it easier to identify priorities and potential areas of improvement. Arthur uses mind maps to create a comprehensive overview of his client’s financial situation, including their income, expenses, debt, and assets. By creating a visual representation of their finances, Arthur can help clients gain a better understanding of their current situation and identify opportunities for growth and improvement. This approach allows Arthur to create a financial plan that is customized to each client’s specific needs and goals, resulting in a plan that is more effective and tailored to their unique circumstances.

Arthur is a highly qualified financial professional with a range of certifications and affiliations that set him apart in the industry. As a Certified Financial Planner™ professional (CFP®) and a registered financial advisor with the National Association of Personal Financial Advisors (NAPFA), Arthur is committed to providing his clients with the highest level of expertise and professionalism. He is a member of both the XY Planning Network and the Fee-Only Network, two prestigious organizations that promote fee-only, client-centered financial planning services. Additionally, Arthur serves as a part-time Personal Financial Counselor for the NYC Navy Reserves, where he provides valuable financial education and counseling to service members and their families. Prior to launching his own firm, Flores Wealth Planning, Arthur worked for several well-known financial institutions, including Citigroup, Smith Barney, and Morgan Stanley Smith Barney. He was a Vice President of the Planning Services Group and a Regional Planning Specialist, where he trained more than 5,000 Financial Advisers on wealth management topics and techniques.

While Arthur is a highly dedicated financial planner, he also values the importance of a fulfilling personal life. He enjoys spending quality time with his wife and son, exploring all that New York City has to offer. From trying new restaurants to attending cultural events and enjoying the city’s outdoor spaces, Arthur values the opportunity to make memories with his loved ones. Whether it’s a weekend trip out of town or simply spending time at home, Arthur cherishes the moments he gets to spend with his family. This commitment to work-life balance not only makes him a well-rounded individual but also helps him connect with his clients on a more personal level, as he understands the importance of financial planning in supporting one’s personal goals and aspirations.