FiduciaryCFP

    Arthur Flores

    Financial Advisor

    Flores Wealth Planning, LLC
    New York, New York20 years experienceNo minimum minimum

    About Arthur

    After 20 years working with large New York, NY wealth management firms, I launched Flores Wealth Planning to provide comprehensive financial planning services to those who wanted advice without the sales pressure. I will simplify this process and help organize your financial life so you can have a plan in place designed to help you achieve your goals and financial independence. Affordability is important. I will design a plan that fits your financial situation and minimizes the cost by adding a monthly fee structure.

    Areas of focus

    Credentials & background

    Designations

    CFP

    Licenses

    Series 66Series 7

    Clients served

    High Net Worth Individuals

    Registered in

    New York

    The firm

    Flores Wealth Planning, LLC48 Wall Street Suite 1100, New York, NY 10005