Flores Wealth Planning, LLC

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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
  • Medical Professionals
  • Retirement Plan Investment Advice

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 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.  – Arthur Flores, CFP®

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Additional Information

 

Arthur is a fee-only CERTIFIED FINANCIAL PLANNER™ located in New York City and works with clients in the 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 fee-only financial planning firm providing financial advice to individuals, families and business owners.

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

Learn more about What We Do.

NAPFA Start Date

November 16, 2012

Industry Start Date

January 01, 1996

Flores Wealth Planning, LLC

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This Office

800 3rd Ave Ste 2800 New York, NY 10022-7604 Phone: (917) 740-3898