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 sectors of the financial world to make sure each goal and desire is achieved
Evaluate & Educate
Through consistently meeting, educating the client and reviewing client financial plans we always ensure that the client never 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 CSUSB. He maintains a series 65 securities license 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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