Arthur Flores, CFP®
Fee-Only Fiduciary Financial Planner. Empower your future with intention.
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Serving Clients Nationwide
Fee-Only Fiduciary Financial Planner. Empower your future with intention.
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Arthur Flores, CFP®
Meet Arthur Flores: Your Trusted Financial PlannerI'm Arthur Flores, the founder of Flores Wealth Planning (FWP). With over 20 years of experience at top wealth management firms in New York, I started FWP to offer comprehensive financial planning services without the pressure of sales tactics. My mission is to provide clear, actionable advice to help you achieve your financial goals and secure your financial independence.
Simplifying Financial Planning
Financial planning and personal finance don’t have to be overwhelming. At FWP, I focus on simplifying the process to help you organize your financial life efficiently. Together, we’ll create a customized financial plan designed to meet your unique needs and objectives, with the goal of helping you achieve long-term financial success.
Modern, Interactive Financial Planning
Gone are the days of lengthy, cumbersome reports. At FWP, we prioritize interactive, streamlined financial planning. Our approach includes a clear action plan, ongoing accountability, and online access to your financial information, making it easier for you to stay on track and make informed decisions.
Affordable Financial Planning for Everyone
Affordability is a key focus at Flores Wealth Planning. I offer a flexible monthly fee structure that makes professional financial planning accessible and budget friendly. My goal is to help you grow your savings, build wealth, and turn your financial dreams into reality.
On a Personal Note,
While I’m passionate about financial planning, I also believe in living a balanced and fulfilling life. I enjoy spending quality time with my family, exploring the vibrant culture and outdoor spaces of New York City. Whether trying out new restaurants, attending cultural events, or simply relaxing at home, I value the moments spent with my loved ones.
This commitment to work-life balance enhances my ability to connect with clients on a personal level. I understand the importance of financial planning in achieving not just financial goals, but also personal aspirations.
Ready to Start Your Financial Journey?
At Flores Wealth Planning, I’m here to guide you every step of the way. Let’s work together to create a financial plan that empowers you to achieve your goals and live the life you envision. I look forward to partnering with you on this journey.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
48 Wall Street Suite 1100 New York, NY 10005
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a getting acquainted meeting. We offer a complimentary consultation, so we get to know each other, ask questions, and define how the financial planning process works at Flores Wealth Planning. I look forward to speaking with you.Offers Investment Management
Yes
About Flores Wealth 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.What Sets Flores Wealth Planning Apart:
✅ Personal Approach: By partnering with a Certified Financial Planner professional boasting two decades of expertise, clients can rest assured that their financial plan will be crafted with skill and precision.
✅ Financial Planning: Flores provides personalized comprehensive financial planning services that cover several areas of your financial life such as retirement, investment, education, insurance, debt management, and estate planning.
✅ Investment Management: We will help you build a strategic and diversified investment portfolio. Our asset allocation models consist of several asset classes and keep expense ratios low by using index mutual funds and ETFs.
Education
St. John's University, The Peter J. Tobin College of Business, BS, Finance
Hobbies and Interests
- Eating Out
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Military
- Young Families
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