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.