In his practice, Rick’s primary focus is building life long 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.
Wells Fargo Wealth & Investment Management (WIM) is a division within Wells Fargo & Company. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company.
Background and experience
For over 16 years, Rick G. Flores a CERTIFIED FINANCIAL PLANNER professional has helped individuals and families simplify many complex aspects of wealth management. A Certified Financial Planner (CFP) can guide you through Wells Fargo Wealth and Investment Management 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 CFP 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.
2022 WELLS FARGO ADVISORS PREMIER ADVISOR:
FEBRUARY 2022 RICARDO G. FLORES NAMED AS ONE OF THE WELLS FARGO ADVISORS PREMIER ADVISOR
The Premier Advisor distinction is held by a select group of Financial Advisors within [Wells Fargo Advisors/Wells Fargo Advisors Financial Network] as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
He has been recognized three years in a row by FORBES Magazine as Top Next-Gen Wealth Advisor* in 2017, 2018 and again in 2019.
Away from the office
Ricardo spends his free time with his fiance, Brittney and his nieces and nephew, Sasha, Katerina, Alexandra and Sebastian. In addition, Ricardo enjoys fitness training, competing in triathlons, traveling and playing tennis.
*The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
*The 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 either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.