Arthur Flores, CFP®

Fee-Only Fiduciary Financial Planner. Empower your future with intention.

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Flores Wealth Planning Arthur Flores, CFP®
New York, NY

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 Me

Hi, I'm Arthur Flores. After 19 years working with large 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. I look forward to working with you.

➕ On a Personal Note:

While I'm a highly dedicated financial planner, I also value the importance of a fulfilling personal life.

I enjoy spending quality time with my wife and son, exploring all that New York City has to offer. From trying new restaurants to attending cultural events and enjoying the city’s outdoor spaces, I value the opportunity to make memories with my loved ones.

Whether it’s a weekend trip out of town or simply spending time at home, I cherish the moments I get to spend with my family. This commitment to work-life balance not only makes me a well-rounded individual but also helps me connect with my clients on a more personal level, as I understand the importance of financial planning in supporting one’s personal goals and aspirations.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

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 our Firm

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

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Military
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.