Vance Wealth is pleased to announce that Carrisa Flores has earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, a significant professional milestone that reflects a strong commitment to excellence, ethics, and comprehensive financial planning.
The CFP® certification is widely regarded as the gold standard in financial planning. It requires rigorous education, successful completion of a comprehensive examination, relevant professional experience, and an ongoing commitment to act in the best interests of clients. Carrisa’s achievement underscores her dedication to thoughtful, client-centered guidance and continuous professional growth.
Carrisa serves as a Wealth Advisor at Vance Wealth and is the first woman at the firm to earn the CFP® certification. Her accomplishment strengthens the firm’s planning capabilities and reinforces its long-standing focus on disciplined advice, long-term perspective, and personalized client service.
“Earning the CFP® certification has been a meaningful goal for me,” said Flores. “I’m grateful for the support of my colleagues, mentors, and clients throughout this journey. This milestone reflects my commitment to serving clients with clarity, integrity, and care.”
Carrisa’s achievement also reflects Vance Wealth’s broader commitment to investing in its team and fostering professional excellence. The firm supports ongoing education and development to ensure clients benefit from deep expertise and thoughtful planning across all stages of life.
About Vance Wealth Vance Wealth is a California-based wealth management firm dedicated to helping individuals and families build, preserve, and transfer wealth with confidence. The firm’s approach integrates disciplined investment strategy, comprehensive planning, and a strong emphasis on long-term relationships.
Media Contact: Shanele Stoll Sales & Marketing Manager Vance Wealth shanele.stoll@vancewealth.com (661) 775-0950