R. Andrew Flores, CFP®, CPWA®, AEP®, ChFC, CLU

CA License #4321492

Andrew Flores has been involved in the financial services industry since he was 18 years old.  For over two decades, he has made it his life work to help people achieve financial independence while empowering them to live a balanced life filled with significance. In 2020, he was one of the youngest financial advisors in the company’s 160-year history to be inducted into the Equitable Hall of Fame. Andrew is an accomplished speaker/thought leader and frequently provides commentary to national publications & media outlets. In his free time Andrew enjoys spending time with family while indulging in one of his many passions including traveling, food & wine, and motorsports.  

Professional Designations

• Certified Private Wealth Advisor^®
• CERTIFIED FINANCIAL PLANNER™ professional
• Chartered Financial Consultant^®
• Chartered Life Underwriter^®
• Certified Holistic Life Planner
• Retirement Planning Specialist
• Wealth Planning Fiduciary*

Licenses

• Series 66
• Series 7
• Texas Life & Health Insurance

Education

• BA in Economics, The University of Texas at Austin
• Harvard University, The Faculty Club/AXA Institute
• University of Pennsylvania, The Wharton School
• Columbia University, Teacher’s College
• The American College of Financial Services

Areas of Focus

• Estate and Legacy Planning
• Financial Planning
• Tax-Smart Investment Management
• Business Succession and Exit Planning
• Executive Benefits
• Charitable Planning

Professional Affiliations

• Board Member, Greater Austin Hispanic Chamber of Commerce
• Board Member, Corpus Christi Estate Planning Council
• Board Member, National Taskforce for Diversity, Equity, & Inclusion (DE&I)
• Board Member, Ingleside ISD Education Foundation
• Life Member, Top of the Table – Million Dollar Round Table (MDRT)
• Life Member, Texas Exes Alumni Association
• Member & Ambassador, FINSECA
• Past Recipient, Corpus Christi 40 Under 40
• Past President, National Association of Insurance and Financial Professionals (NAIFA)

*Wealth Planning Fiduciary title awarded by Equitable Advisors, based upon receipt of a Certificate in Wealth Planning from the Wharton School of the University of Pennsylvania. Whether your Financial Professional is subject to an actual fiduciary standard will depend on the service offered.