Vance Wealth Team Member Spotlight: Carrisa Flores

The Value of Having Your Kids Work in the Family Business

Carrisa Flores, Paraplanner

Carrisa Flores, Paraplanner

As the firm’s Paraplanner, Carrisa Flores finds passion and purpose in the focused, structured work it takes to support the Wealth Advisors at Vance Wealth.

Originally from the Inland Empire, Carrisa began her career as a respiratory therapist at Riverside Medical Clinic. While she found it both challenging and rewarding, she eventually realized she couldn’t see herself in the medical field forever, so she did a little soul-searching.

“I wanted to figure out what I could do that would make me happy for the rest of my life,” Carrisa recalled.

Carrisa had been working hard to pay off her student loans, and as she learned more and more about personal finance, she saw first-hand the power of financial planning. Inspired by her own success, she knew she’d found her second career.

“I started making sense of my finances, calling creditors to negotiate interest rates, and teaching my family and friends everything I learned,” Carrisa explained. “It started a fire in me, and I knew this was it.”

Carrisa soon graduated from California State University, Fullerton, with a bachelor’s degree in business administration, an emphasis in finance, and a minor in financial planning. She entered the workforce during the pandemic, completing a virtual internship with the Financial Planning Association (FPA) before finding her way to Vance Wealth.

As a Paraplanner, Carrisa loves working behind the scenes to support our Wealth Advisors. Plus, her position is the perfect window into a career as a CERTIFIED FINANCIAL PLANNER PROFESSOINALTM, which is her ultimate goal.

Outside work, Carrisa can be found dreaming up her next stateside road trip with her husband, Jose.

“We really love to find new places, enjoy different cultures and foods, see historical sites, and travel as much as possible,” Carrisa shared.

To contact Carrisa, please email her at [email protected]