Herb Flores
Leading executives, professionals, and retirees in the creation of clear, tax-efficient, and resilient wealth strategies.
- Role
- SVP, Wealth Advisor at Farther
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Herb Flores
With two decades of experience advising high-net-worth individuals, Herb is a Senior Vice President, Wealth Advisor who works with executives, professionals, and retirees to create clear, tax-efficient, and resilient wealth strategies — so they can secure and protect financial independence while building generational wealth with confidence.As a CFP® professional and CAIA charterholder with deep expertise in alternative investments and advanced planning, Herb guides clients through a simple, thoughtful process designed to align their wealth with their goals, values, and lifestyle.He helps clients- Reduce financial complexity- Optimize tax outcomes- Build diversified, resilient portfolios- Create long-term, multigenerational wealth strategiesHerb’s mission is to transform financial uncertainty into clarity, confidence, and long-term stability for the people he serves.Outside of work, Herb is a health and wellness enthusiast, specialty-coffee lover, and proud dad to his two daughters, Laia and Lucia, with his wife, Hoda.
Experience
SVP, Wealth Advisor
Dec 2025 — Present · TX, US
Education
Western Governors University
Bachelor of Business Administration - BBA, Accounting
UCLA
Certificate, Personal Financial Planning
Skills
- Strategic Financial Planning
- Strategy
- Succession Planning
- Commercial Lending
- Titling & Beneficiary Designations
- Banking & Credit Management
- Portfolio Management
- Loans
- Charitable Giving
- Wealth Management Services
- Executor & Trustee Selection
- Risk Management & Insurance Planning
- Retail Banking
- Distribution of Estate
- Charities
- Education & Family Support
- Executive Pay
- Business Succession Planning
- Private Banking
- Planning for Incapacity
- Commercial Banking
- Financial Services
- Relationship Management
- Consumer Lending
- Tax Planning
- Mortgage Lending
- Asset Allocation
- Banking
- Credit
- Financial Planners
- Retirement Planning
- Executive Compensation
- Small Business Lending
- Wealth Management
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