Focus

In his practice, Rick’s primary focus is building lifelong relationships with his clients. As a Senior Financial Advisor with Wells Fargo Advisors, my goal is to provide you with comprehensive Wealth Management planning. Together, we can discuss financial strategies designed for your specific goals and unique situation.

Background and experience

For over 15 years, Rick G. Flores a CERTIFIED FINANCIAL PLANNER professional has helped individuals and families simplify many complex aspects of wealth management. I can guide you through the LifeSync® process, leading to a meaningful conversation that help you clearly define and understand the “jobs” your money can do. Whether that is making a major purchase, sending your children to college or providing a future lifestyle.
A financial advisor can help you explore a range of scenarios while understanding the potential trade-offs required along the way. A financial advisor with the CFP® certification has gone through training in advising on financial matters.

Recognition

In 2024, Rick was recognized by Advisor Hub by being named to the Advisors to Watch List*.  

Rick's also been named as one of the Wells Fargo Advisors Platinum Council Advisors* for 2022.

He was recognized three years in a row by FORBES Magazine as Top Next-Gen Wealth Advisor* in 2017, 2018 and again in 2019.

*The Platinum Council (Previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the the past year, and professionalism. Additional criteria, best practices and team structure, may be used to determine recipients.

2024 AdvisorHub Advisors to Watch: Awarded June 2024; Data compiled by AdvisorHub based on the time period from 12/31/23 - 12/31/23 (Source: AdvisorHub).

2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com).

2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com).

2017 Forbes Top Next-Gen Wealth Advisors: Awarded July 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17 (Source: Forbes.com).

https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm

Away from the office

Rick spends his free time with his fiancé, Brittney and their cocker spaniel, Arnold. In addition, you can find Rick fitness training, swimming at the International Swimming Hall of Fame or cycling with the South Broward Wheelers.

Background & Experience

Julio joined Wells Fargo Advisors in November 2016, as an integral member of the team, assisting the firm’s financial advisors and their clients. He holds a Bachelor of Science degree in Business Administration from the Framingham State University in Framingham, MA.

With a career in the financial services industry dating to 1996, Julio has gained extensive experience working at various financial institutions, where he has helped high-net worth clients navigate their financial goals.

He holds the FINRA Series 7, 63, 65 securities registrations, as well as a Florida state license for life, health, and annuities.

Away from the office

In his free time, Julio enjoys the outdoors, traveling, spending time with his wife and two children.