Arthur Flores (CFP®)

Arthur Flores focuses in the
following client markets or areas of practice:

High Net Worth Client Needs

Hourly

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

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. 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). 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. – Arthur Flores, CFP®

Additional Information

Arthur is a fee-only CERTIFIED FINANCIAL PLANNER™ professional located in New York City and works with clients in New York, New Jersey, and Long Island. Arthur has been a long-standing member of NAPFA and the XY Planning Network.

Arthur helps busy individuals and families avoid planning procrastination by creating simple rules that will help them to save, grow and protect their assets. Flores Wealth Planning, LLC is a fee-only financial planning firm providing financial advice to individuals, families and business owners.

Schedule your 30-minute free appointment here - calendly.com/floresplanning

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