Learn About Herb Flores
Professional Background
With a background in technology, Herb Flores gained invaluable experience working for regional, Global 500 and Fortune 100 financial institutions for nine years. During that time, he held increasingly senior roles advising high-net-worth clients in Saratoga, California. Afterwards, Herb took a sabbatical from the financial industry to focus on his passion for health and wellness. For the next seven years, he worked as a health coach, both remotely and in-person, while living in Spain and welcoming his first child into the world.
In 2022, upon learning that he and his family were expecting a second child, Herb decided to return to the US to be closer to loved ones. He was thrilled to rejoin the financial services industry, and in his role as a Wealth Advisor at Mission Wealth, he uses his expertise to help clients achieve their financial goals and improve their overall well-being.
Herb went to the University of California, Los Angeles and earned his Certification in Financial Planning. He also holds the CERTIFIED FINANCIAL PLANNER® designation.Â
Personal Pursuits
Herb, his wife, two daughters, and two dogs all call Austin home. They are adventurous and love exploring the outdoors, as well as the vibrant food scene in Austin. Herb's passion for cooking, specialty coffee, and fitness has led him to complete over a dozen triathlons, several century bike rides, and even a double century. He is also a Level 2 CrossFit coach and yoga instructor.
Community Impact
Prior to relocating abroad, Herb volunteered with Breakthrough Silicon Valley, dedicating his time to tutoring and mentoring middle school students who would become the first generation in their family to attend and graduate college. He also served as a director on the board of the Saratoga Chamber of Commerce, a member of the finance committee of Montalvo Arts Center, and a Rotarian in Saratoga, California.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.