All you need to know about
John

FINANCIAL PLANNING ASSISTANT

John Flores

At Evalesco, I support our financial advisers by gathering and updating relevant information and data. I ensure that clients are kept informed with timely updates, communicating in a professional yet friendly manner. Additionally, I create presentations for clients, which are typically reviewed with them twice a year. My goal is to provide clear and accurate information while fostering a positive and approachable experience for our clients. I also assist in coordinating any follow-up actions and ensure all client needs are addressed promptly and efficiently

What Healthy, Wealthy and Happy means to you?

Being healthy, wealthy, and happy, to me, means achieving a balance between physical well-being, financial security, and personal fulfilment. These three elements to me are fundamental to leading a successful and meaningful life, where each aspect supports and enhances the others. When balanced, they create a foundation for overall contentment and long-term success.

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