Arthur Flores
CFP®
Flores Wealth Planning, LLC
Financial Planner | Financial Coach | Financial Advisor
Arthur Flores
CFP®
Flores Wealth Planning, LLC
Financial Planner | Financial Coach | Financial Advisor
I help busy individuals and families avoid planning procrastination by creating simple rules that will help them to save, grow and protect their assets. - Arthur Flores, CFP®
Fee-Only financial planner located in New York, NY, serving clients in New York, New Jersey, and Long Island and across the country
Arthur Flores is a New York, NY fee-only financial planner. Flores Wealth Planning, LLC provides comprehensive financial planning and investment management services to help individuals, families and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Arthur Flores is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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) and a member of the XY Planning Network. He also serves as a part‐time Personal Financial Counselor for the NY National Guard. 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 more than 20 years of experience and built Flores Wealth Planning, LLC which is registered as an Investment Adviser with the State of New York.
Arthur Flores is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Flores Wealth Planning is a fee-only Registered Investment Advisory (RIA) firm based in New York City. Arthur Flores provides financial planning and investment management services to individuals, families and business owners. He believes in a holistic approach and considers your entire financial picture when creating your plan.
After 19 years working with large NY wealth management firms, I launched Flores Wealth Planning to provide comprehensive financial planning services to those who wanted advice without the sales pressure. Financial planning and personal finance do not have to be complicated. 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. A financial plan used to be a 100-page bound report with recommendations. At FWP, we strive to minimize the pages (or eliminate them altogether). Planning will be more interactive to include an action plan and accountability, with online access to most of or all your finances on an ongoing basis. Affordability is important. I will design a plan that fits your financial situation and minimizes the cost by adding a monthly fee structure. I am here to help you plan, grow your savings, and achieve your financial goals and dreams. I look forward to working with you. - Arthur Flores, CFP®
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Retirement Income Planning
- College Education Planning
- Tax Planning
- Risk Management
- Cash Flow Planning
- Insurance Planning
- Estate Planning
- Debt Management
- Equity Compensation Planning
Ideal Clients
- Growing Families
- Novice Investors
- Business Owners and Executives
- Sudden Money Situations
- Retirees and Near Retirees
- Medical Professionals
- Technology Professionals
Working Together
- Complimentary Initial Consultation
- Virtual Meetings
- In-Office Meetings
- Clearly Defined Fees
- No Product Sales
- Holistic Approach
- Always Accessible
- Modern
Professional Designations & Affiliations
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Arthur Flores is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Arthur Flores is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Arthur Flores is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Arthur Flores is Mentioned in Consumer Reports: "How a Financial Planner Helped Us Save Money"
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Arthur Flores is Quoted on Cision PR Web: "NYC Fee-Only Financial Planner Arthur Flores, CFP® Launches Important Strategies for Retirement Years"
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Arthur Flores is Quoted in US News and World Report: "6 Last-Minute Retirement Fixes"
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Arthur Flores is quoted on Long Island Pulse: "How to Afford Big Goals"
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Arthur Flores is Featured in The Epoch Times: "Taking Charge of Your Personal Finances"
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Flores Wealth Planning Voted Best Financial Planner for Bethpage Best of New York City
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Flores Wealth Planning Appears in the Forbes Article: "Where To Find Hourly Financial Planners"
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Arthur Flores is Featured on Expertise.com as on of the Best New York City Financial Advisors
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Flores Wealth Planning Appears in JWIZ's Jewish Community Business Directory
Contact Arthur Flores
Office Locations:
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48 Wall Street
Suite 1100
New York, NY 10005
