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Daniel F
Series 65
Rancho Cucamonga, CA
PDE Wealth Advisors, LLC
Daniel Flores is a financial advisor at PDE Wealth Advisors, LLC in Rancho Cucamonga, CA, holding a Series 65 designation with 13 years of industry experience. He previously worked at Legacy Investment Services, LLC and has been involved with PDE Insurance Services, Inc. as an insurance agent since 2017. PDE Wealth Advisors, LLC provides fee-based financial planning and discretionary portfolio management to individuals, high-net-worth clients, and business entities. The firm uses a variety of analytical methods and may engage third-party managers while maintaining discretionary trading authority and monitoring performance.
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