Carrisa Flores

Paraplanner

As the firm’s Paraplanner, Carrisa Flores finds passion and purpose in the kind of focused, structured work it takes to support the team of 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. 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. 

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

As Paraplanner, Carrisa works behind the scenes providing support to the team of Wealth Advisors at Vance Wealth. Responsible for a wide range of tasks, she most enjoys working with a team that provides the structure, organization and support needed to make an impact in the lives of their clients and the community. Plus, her position is the perfect window into a career as a Certified Financial Planner™, which is her ultimate goal for the future. 

Outside of work, Carrisa can be found dreaming up her next stateside roadtrip with her husband, Jose, and their poodle-mix named Buddy.