David Flores

Financial Advisor
LPL Financial at Firehouse Financial

CA Insurance License #0M21681

Phone Icon (323) 550-2257
Email Icon dflores@firefirstcu.org

 

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David Flores

 

“As a financial advisor, I live by a great Proverb, ‘Without counsel plans fail, but with many advisers, they succeed.’ I am dedicated to guiding individuals and families toward financial success. By helping navigate the complexities of investments, retirement planning, and wealth management.”

 

Specialty

David uses his in-depth knowledge of DROP programs, Deferred Compensation Plans, and Retirement Rollovers to create holistic financial plans that reduce risk and protect assets. He provides members with valued second opinions on existing portfolios, including tax-advantaged investing strategies, college savings, estate planning, and intergenerational asset transfers.


Education and Experience

David earned a Bachelor’s degree in Business Administration and Finance at CSU, Channel Islands. He has worked in the financial services industry since 2012 and joined Firehouse Financial in 2023.


David is a Financial Advisor through LPL Financial. He holds his Series 7 and Series 66 licenses. He is securities licensed in AK, AZ, CA, CO, FL, ID, LA, ME, MO, NV, OR, TX, and UT. He is also insurance licensed in AZ, CA, CO, ME, and OR.

 

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Firefighters First Credit Union and Firehouse Financial are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Firehouse Financial, and may also be employees of Firefighters First Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Firefighters First Credit Union or Firehouse Financial. Securities and insurance offered through LPL or its affiliates are:

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


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