Holly Flores, CFP, CRPC
Financial Advisor
Vice President - Investments
Holly Flores, CFP®, CRPC®, served as an officer in the United States Army before working with UBS Financial Services and Northwestern Mutual. She joined our Wells Fargo Advisors team in 2018. Holly holds a bachelor’s degree in science from the United States Military Academy at West Point and a master’s degree from Colorado State University in information systems.
Holly’s professional experience extends to managing complex business operations and preparing businesses and owners for transitions. Holly has earned the Chartered Retirement Planning Counselor™ certification and is also a CERTIFIED FINANCIAL PLANNER™ professional.
Holly is a board member for the Cultural Office of the Pikes Peak Region (COPPeR) and active in the Colorado Springs Rotary Club. She was the founding President of the Rocky Mountain Chapter for the Exit Planning Institute.
Holly enjoys engaging with clients with education and planning, recognizing that every client is different and deserves and personalized approach to considering their financial path.