Arthur Flores

About Arthur Flores

Arthur Flores, CFP®, is a dedicated financial planner with a passion for helping individuals and families achieve their financial goals. With a compassionate and empathetic approach, Arthur has made it his life\'s work to assist his clients in answering their financial questions and providing comprehensive planning solutions. He has developed a reputation for providing personalized guidance that caters to each client\'s unique needs and financial circumstances. Arthur\'s deep understanding of financial planning has helped many clients gain clarity and confidence in their financial decisions, allowing them to achieve financial security and freedom.Arthur is a highly qualified financial professional with a range of certifications and affiliations that set him apart in the industry. As a Certified Financial Planner® professional (CFP®) and a registered financial advisor with the National Association of Personal Financial Advisors (NAPFA), Arthur is committed to providing his clients with the highest level of expertise and professionalism. He is a member of both the XY Planning Network and the Fee-Only Network, two prestigious organizations that promote fee-only, client-centered financial planning services. Additionally, Arthur serves as a part-time Personal Financial Counselor for the NYC Navy Reserves, where he provides valuable financial education and counseling to service members and their families. Prior to launching his own firm, Flores Wealth Planning, Arthur worked for several well-known financial institutions, including Citigroup, Smith Barney, and Morgan Stanley Smith Barney. He was a Vice President of the Planning Services Group and a Regional Planning Specialist, where he trained more than Financial Advisers on wealth management topics and techniques.

Experience

1. Personal Financial Counselor

   Zeiders Enterprises, Inc.

   Sep 2013 — Present

   Provide on-demand financial counseling and education services to military Service Members and their families at various military locations. This includes providing personal and family financial counseling, planning, education, awareness information services, appropriate referrals, and assistance to applicable military families.

Education

• St. John's University, The Peter J. Tobin College of Business

  BS, Finance

Skills

• Financial Planning
• Certified Financial Planner
• Retirement Planning
• Financial Services
• Employee Training
• Wealth Management
• Retirement
• Wealth Preservation Strategies
• Strategic Financial Planning
• Investments
• Wealth
• Retirement Income Strategies
• Sales
• Client Development
• Securities
• Moneyguidepro
• Product Management
• Marketing Strategy
• Protection Planning/Family Security
• Investment Strategies
• Sales Campaigns
• Naviplan
• Investment Advisory
• Series 66
• Strategic Planning
• Sales Presentations
• Financial Advisory
• Asset Allocation
• Mutual Funds
• New Business Development
• Training & Development