An independent Financial Advisory Firm
Why choose Us: At PDE Wealth Advisors we a take a unique approach to full comprehensive financial planning.
Plan
Build a personal one of a kind financial plan that is built to fit each client individual goals and necessities.
Diversify
Next, we follow each personalized plan and diversify assets into various investment sectors to help you work towards making sure your goals and desires are achieved
Evaluate & Educate
Through consistently meeting, educating the client and reviewing client financial plans we help ensure that the client does not veers off track.
About Us
Daniel Flores | President & Investment Advisor
You will work directly with the founder of PDE Wealth Advisors. Daniel has earned his degree in finance from California State University, San Bernardino, CSUSB. He maintains a series 65 securities registration as well as a California life insurance license.
Daniel is a recognized investment advisor who has helped valued clients secure financial stability and their financial future. Through research in college and the past decade helping people plan their retirements, Daniel has found that a great deal of people have a misunderstanding of their investments and retirement. Daniel continues to use his education and experience as a financial professional to help individuals navigate through retirement during the ever-changing financial environment we live in today.
Our Services
Get in touch
Pathway to Retirement
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