Flores Financial Services

Description

Address: 800 3rd Ave suite 2800, New York, NY 10022 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–7PMTuesday8AM–7PMWednesday8AM–7PMThursday8AM–7PMFriday8AM–7PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (917) 740-3898 Appointments: calendly.com: : : : Category: Place name: Website: : : Website: https://floresfinancialplanning.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Flores Wealth Planning, LLC Posting publicly on the Web Write a review Reviews Be the first to review From Flores Wealth Planning, LLC Unable to add this file. Please check that it is a valid photo. "Flores Wealth Planning is a NYC Fee-only Financial Planning firm. We work with individuals and families. Arthur Flores, CFP® brings together both financial planning and wealth management services to help clients achieve their financial goals....More "Flores Wealth Planning is a NYC Fee-only Financial Planning firm. We work with individuals and families. Arthur Flores, CFP® brings together both financial planning and wealth management services to help clients achieve their financial goals. Answering your most pressing financial questions is what Flores Wealth Planning is here to do."

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Flores Financial Services Employees

Employee
Years
Job
Industry
Kendall Tilton Kendall Tilton United States Details
Kendall Tilton's Flores Financial Services Experience June 2007 - June 2013
Job Financial Accountant at UTC Aerospace Systems
Industry Accounting
Experience
UTC Aerospace Systems  December 2013 - Present
UTC Aerospace Systems  June 2013 - December 2013
Flores financial services   June 2007 - June 2013

Skills
Accounts Payable, Journal Entries, Bookkeeping, Bank Reconciliation, Auditing, Fixed Assets, Payroll, Sales Tax, Sage, General Ledger, Financial Accounting, Payroll Taxes, GAAP, Account Reconciliation, Internal Controls, Invoicing, Sarbanes-Oxley Act, Accruals, Depreciation, US GAAP, Monthly Close, Financial Reporting, Sarbanes-Oxley, Mas 90, Financial Statements, Year-end Close, Microsoft Excel, SAP, Budgets, Accounting

Education
San Diego State University-California State University   2011 — 2013
Bachelor of Science (BS), Accounting

Grossmont College   2007 — 2010
Accounting

Nakita Daniels Nakita Daniels Greater San Diego Area Details
Nakita Daniels's Flores Financial Services Experience May 2012 - January 2014
Job Exeecutive Assistant; Administrative Extraordinaire!
Industry Executive Office
Experience
Flores Financial Services   May 2012 - January 2014
Premier Foods  May 2010 - September 2013
H&R Block  December 2010 - April 2013

Skills
Data Entry, Customer Service, Proficient Typing Skills, Filing, Multi-line Phone, Cash Handling Experience, Bank Reconciliation, Microsoft Suites, Document Processing, Account Management, Accounts Payable, Accounts Receivable, General Ledger, Payroll, Multi Tasking

Education
Grossmont College   2011 — 2013
Office Professional Training, Accounting and Banking

Scripps Ranch High School   2003 — 2004
High School Diploma

Natalie Lackmann Natalie Lackmann San Diego, California Details
Natalie Lackmann's Flores Financial Services Experience March 2013 - November 2013
Job Tax Associate at JGD & Associates LLP
Industry Higher Education
Experience
JGD & Associates LLP  December 2013 - Present
Flores Financial Services   March 2013 - November 2013
University of San Diego  September 2011 - January 2013

Education
University of San Diego   2011 — 2013
Master of Science (MS), Accounting

California State University-San Marcos - College of Business Administration   2009 — 2011
Bachelor of Arts (B.A.), Finance, General

Rowdy Pauu Rowdy Pauu San Diego, California Details
Rowdy Pauu's Flores Financial Services Experience April 2010 - May 2014
Job Management Information Systems Technician at National City Police Department
Industry Information Technology and Services
Experience
National City Police Department  May 2014 - Present
Flores Financial Services   April 2010 - May 2014

Skills
Network Administration, IT Service Management, Microsoft Office, Microsoft Excel, Business Analysis, Business Intelligence, ERP, Process Improvement, Crystal Reports, Visio, Microsoft SQL Server, Software Documentation, Network Design, Wireless Networking, Active Directory, Troubleshooting, Security, Accounting, Virtualization, System Administration, Management, Auditing, Hardware, Software Implementation, Mas 90

Education
Arizona State University   2012 — 2014
Bachelor of Science (BS), Information Technology

Southwestern College   2008 — 2010
Associate of Arts (AA), Accounting

Mae Kimberly Jane Chamen Mae Kimberly Jane Chamen Santee, California Details
Mae Kimberly Jane Chamen's Flores Financial Services Experience October 2011 - September 2012
Job Nursing Student
Industry Hospital & Health Care
Experience
Grossmont College  January 2012 - Present
International Bible Baptist Church   October 2011 - Present
ARLENE OGAPONG   March 2015 - May 2015
Panda Country   December 2013 - February 2015
Provide Commerce  January 2013 - February 2013
Flores Financial Services   October 2011 - September 2012
International Bible Baptist Church   May 2007 - September 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, Cpr Certified, Teaching, Licensed Life Insurance..., Licensed Nursing..., Financial Advisor

Education
Grossmont College   2012 — 2016
Still studying, Science of Nursing

Grossmont Health Occupations   2013 — 2013
Certified Nursing Assistant, CNA, A+

Santana High School   2008 — 2011

Eric Wirdak Eric Wirdak Chicago, Illinois Details
Eric Wirdak's Flores Financial Services Experience May 2011 - June 2012
Job Investment Associate at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation  October 2014 - Present
Northern Trust Corporation  June 2013 - October 2014
Apple  May 2012 - May 2013
Apple  December 2012 - April 2013
Flores Financial Services   May 2011 - June 2012

Education
San Diego State University-California State University   2009 — 2013
Bachelor of Science (BS)

Daniel Preller Daniel Preller Fort Collins, Colorado Details
Daniel Preller's Flores Financial Services Experience April 2011 - July 2011
Job Allstate Express Claims Supervisor
Industry Insurance
Experience
Allstate  July 2012 - Present
Flores Financial   July 2011 - December 2011
Flores Financial Services   April 2011 - July 2011
Best Rental   May 2010 - December 2010
Northwestern Mutual Financial Network  December 2009 - May 2010
Fresno Pacific University  August 2003 - May 2004

Skills
Leadership, Accounts Payable, Microsoft Excel, Access, Customer Service

Education
Colorado State University   2008 — 2010
Bachelor of Science, Business Administration; Finance

Kimberly Ortuno Kimberly Ortuno Fort Lauderdale, Florida Details
Kimberly Ortuno's Flores Financial Services Experience April 2014 - May 2015
Job Junior Accountant
Industry Business Supplies and Equipment
Experience
Heritage Accounting & Tax Services   August 2015 - Present
Flores Financial Services   April 2014 - May 2015
Honeywell Safety Products  September 2008 - October 2013
Technologies Displays America   2005 - 2008

Skills
Pricing, Project Planning, Retail, Strategy

Education
San Diego State University-California State University   2011 — 2014
Bachelor of Science (BS), Accounting

Jeanne Fulton Jeanne Fulton El Cajon, California Details
Jeanne Fulton's Flores Financial Services Experience June 2002 - Present
Job Retail Accounting Manager at Flores Financial Services
Industry Accounting
Experience
Flores Financial Services   June 2002 - Present
Monitoring Automation Systems now UTC   September 1990 - July 2001

Skills
Financial Reporting, General Ledger, Account Reconciliation, Accounts Payable, Financial Statements, Financial Analysis, Cost Accounting, Payroll, QuickBooks, Fixed Assets, Internal Audit, Managerial Finance, Bookkeeping, Journal Entries

Education
San Diego State University-California State University   1985 — 1990
Bachelor of Science (B.S.), Information and Decision Systems

John Needy John Needy Greater San Diego Area Details
John Needy's Flores Financial Services Experience April 2011 - June 2014
Job Digital Concept Artist
Industry Animation
Experience
Flores Financial Services   April 2011 - June 2014
Safeway  September 2010 - April 2011
Brooks Institute formerly called Brooks Institute of Photography  November 2008 - June 2010

Skills
Sketching, Graphic Design, Illustration, Logo Design, Concept Development, Adobe Creative Suite, Photoshop, Rendering, Posters, Branding, Data Entry, Auditing, Food Safety, Food Service, Adobe Acrobat, Layout, Accounts Payable, Flash, Mac, Cooking, Food

Education
Art institute of San Diego   2012 — 2014
Bachelor's degree, Animation, Interactive Technology, Video Graphics and Special Effects

Brooks Institute of Photography   2006 — 2010
Bachelor's degree, Graphic Design