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Robert Flores

LPL Financial Advisor - CA Insurance License #4225201

Serving: Orange County
Appointment: Request Now
Phone: (714) 885-7598
Email: rflores@orangecountyscu.org

About Robert

Robert Flores brings over a decade of financial experience. He received his CRPC® designation in 2020 and previously worked for Merrill Lynch prior to coming to Orange County’s Wealth Management.

He strongly believes in the importance of financial literacy. He enjoys educating credit union Members and utilizes a simple to understand method to help them make the right financial decisions. Robert is also a fluent Spanish speaker.

Being born and raised in Orange County, he takes a special personal interest in making sure his community is prepared for the future.

Robert holds Series 7 and Series 66 registrations through LPL Financial and is also a licensed California life insurance representative.

His outside personal interests include traveling, working out, trying new restaurants, and spending time with his Corgi.

robert flores 260x260.jpg

Robert Flores

LPL Financial Advisor - CA Insurance License #4225201

Serving: Orange County
Appointment: Request Now
Phone: (714) 885-7598
Email: rflores@orangecountyscu.org

About Robert

Robert Flores brings over a decade of financial experience. He received his CRPC® designation in 2020 and previously worked for Merrill Lynch prior to coming to Orange County’s Wealth Management.

He strongly believes in the importance of financial literacy. He enjoys educating credit union Members and utilizes a simple to understand method to help them make the right financial decisions. Robert is also a fluent Spanish speaker.

Being born and raised in Orange County, he takes a special personal interest in making sure his community is prepared for the future.

Robert holds Series 7 and Series 66 registrations through LPL Financial and is also a licensed California life insurance representative.

His outside personal interests include traveling, working out, trying new restaurants, and spending time with his Corgi.

Request a Meeting with Robert

We'll do our best to accommodate the day and time of your preference. Once the appointment is confirmed, we'll call you or send you a personal email to let you know.

Reminder

A Client Services Associate will contact you to confirm your appointment within one business day.

We'll do our best to accommodate the date and time of your preference, but please remember that your appointment is not confirmed until we contact you.

To contact LPL about rights you may possess under the California Consumer Privacy Act, click here.

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Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

BrokerCheck

 

The financial advisors of Orange County's Wealth Management are registered with and offer securities and advisory services through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/ SIPC). Insurance products are offered through LPL or its licensed affiliates. Orange County's Credit Union and Orange County's Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Orange County's Wealth Management, and may also be employees of Orange County's Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Orange County's Credit Union or Orange County's Wealth Management. Securities and insurance offered through LPL or its affiliates are

Not Insured by NCUA or Any Other Government Agency Not Orange County's Credit Union Guaranteed Not Orange County's Credit Union Deposits or Obligations May Lose Value