Carrisa Flores

Employer firm

Vance Wealth CRD 310162

$894M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2021 → Present
  Vance Wealth
  Santa Clarita, CA
• 08/2019 → 05/2021
  California State University
  Fullerton, CA
• 05/2019 → 08/2019
  Hispanic Association Of Universities And Colleges
  Washington, DC
• 03/2016 → 05/2019
  Chaffey College
  Rancho Cucamonga, CA
• 06/2021 → 09/2021
  Unemployed
  Rancho Cucamonga, CA

Other Businesses

1) INSURANCE SALES; SAME ADDRESS; INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-08

Designations

• Certified Financial Planner