Chris Flores

Coaching Programs Manager at BALANCE

Chris Flores is an experienced financial professional with a diverse background in coaching, counseling, tax preparation, and auditing. Currently serving as the Coaching Programs Manager and Smart Money Coach at BALANCE since February 2022, Chris provides clients with strategies to achieve their financial and life goals through education in budgeting and debt management. Chris has also worked as a Financial Coach at Clarity Financial since May 2019, and previously held positions as a Financial Coach at Enlighten Angle Financial Group and a Paraplanner at HC Financial Advisors, where responsibilities included client preparation, financial planning updates, and workflow management. Earlier experience includes roles as a Tax Staff member at OUM & Co. LLP, Audit Associate at KPMG US, Community Integration Specialist at Toolworks, and Independent Insurance Agent at Flores Insurance Services. Chris holds a Bachelor's Degree in Accounting from Golden Gate University.

Links

Previous companies

TOOLWORKS logo

Org chart