Francis Flores is a CERTIFIED FINANCIAL PLANNER® professional at Raymond James & Associates in Gainesville, Florida. He enjoys helping individuals and families on all aspects of their financial lives, from funding college education to building a retirement nest egg. Francis serves his clients as a trusted advisor, with an emphasis on integrity and reliability, and providing a consistent and disciplined approach to financial planning and investment management.
Francis graduated from the University of Florida with his Bachelor of Science in Business Administration (BSBA) and Master of Business Administration (MBA) degrees. He also holds the Series 7 and Series 66 financial industry licenses. Francis also completed the rigorous educational and exam requirements for the CERTIFIED FINANCIAL PLANNER® certification, which provides him with expertise in the areas of investment management, tax planning, estate planning, insurance/annuities and long-term care.
In his free time, Francis enjoys quality time with his wife Lissa and son Rafael. As a member of Queen of Peace Catholic Community, Francis volunteered as a teacher for the children’s Sunday school program and mentored students at Queen of Peace Catholic Academy. Francis’ community involvement also included serving as a board member of Catholic Charities Gainesville and volunteering as an elementary school teacher through Junior Achievement. Francis also enjoys traveling, playing tennis and cheering on the Florida Gators sports teams.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
