Arthur Flores| CFP®
Flores Wealth Planning
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
New York, NY 10020
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
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 19 years of experiences and built Flores Wealth Planning, LLC which is registered as an Investment Adviser with the State of New York.
WHAT MAKES US DIFFERENT
We do not sell financial products and do not accept commissions of any kind. We feel this minimizes conflicts of interest. We get paid by you directly to provide you objective advice with your best interests at heart.
Flores begins with a financial plan. We make no recommendations without first understanding you (client) then developing a plan that is geared to achieving your goal(s).
As a fiduciary, we are obligated to put you – our client – first. We feel this sets us apart from other types of firms in the securities industry such as broker/dealers that may be held to a perhaps lesser, “suitability” standard.
Arthur works with his clients either virtually (Skype or Google Hangout) or face-to-face. We use state of the art financial planning and communication tools to help bring information to you efficiently and securely. Flores believes in trying to be as paperless as possible.
Our clients are busy, and we respect their time. We work around our client’s schedule which means meeting after work or on weekends. Flores is available to meet in-person or virtually.
We don’t start talking about money. We get to know who you are first by understanding the four key areas of your life – family, community/work, goals/fears and financial resources. We make sure that these four areas are in-line with your financial plan.