Wealth Management
Disciplined investment strategies designed to preserve, grow, and efficiently manage your wealth over time.
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Clarity. Strategy. Confidence.
Financial guidance for a more secure future.
Flores Financial helps individuals, families, and business owners make informed financial decisions through personalized planning, disciplined strategy, and long-term partnership.
Personalized strategies
Transparent guidance
Long-term perspective
Financial progress
On track
$1,284,600
↑ 8.4% projected annual growth
Year 1
Year 5
Year 10
Financial confidence
Built to last.
15+
Years of combined experience
98%
Client satisfaction goal
360°
Comprehensive planning
1:1
Personalized guidance
Our Expertise
Thoughtful solutions for every stage of your financial life.
Our recommendations are shaped around your priorities, risk tolerance, responsibilities, and long-term ambitions.
Financial Planning
A comprehensive roadmap covering cash flow, major purchases, education, protection, taxes, and legacy goals.
Learn moreRetirement Strategy
Income, savings, and withdrawal strategies designed to help you retire with greater clarity and confidence.
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Strategic financial support for business owners, including succession planning, risk management, and cash-flow guidance.
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Coordinated strategies intended to improve tax efficiency across investments, retirement income, and estate decisions.
Learn moreLegacy Planning
Thoughtful planning that helps protect your family, organize your estate, and preserve the impact of your life's work.
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The strongest financial plans begin with a clear understanding of what matters most.
The Flores Approach
Personal attention backed by disciplined strategy.
Financial planning should feel personal—not transactional. We begin by listening carefully, then build a strategy around the life, family, or business you are working to protect.
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Advice centered on your goals
Every recommendation starts with your values, priorities, and definition of financial success.
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✓
A coordinated financial picture
We consider how investments, taxes, insurance, retirement, and estate planning work together.
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✓
Ongoing guidance and accountability
Your strategy evolves as your circumstances, opportunities, and responsibilities change.
Our Process
A clearer path from where you are to where you want to be.
Our planning process is collaborative, structured, and designed to turn complex financial decisions into practical next steps.
Discover
We learn about your financial position, concerns, priorities, and future goals.
Analyze
We identify opportunities, risks, gaps, and tradeoffs within your current financial strategy.
Design
We develop a personalized financial roadmap with clear recommendations and priorities.
Refine
We monitor progress and adjust your strategy as your life and the financial landscape evolve.
★★★★★
“Flores Financial transformed a complicated set of financial decisions into a clear strategy we could understand and feel confident following.”
Your financial future deserves a deliberate strategy.
Begin with a confidential conversation about your goals, questions, and the decisions ahead.
Contact Us
Let’s begin the conversation.
Tell us a little about your financial goals. A member of the Flores Financial team will follow up to discuss how we may be able to help.
Email
rflores09@ft.newyorklife.com
Phone
(562) 281-3160
Office
Anaheim, California