Herb Flores

Herb Flores, CAIA, CFP®, is an SVP and Wealth Advisor based in Austin, Texas, where he helps clients bring clarity to their financial lives and build tax-efficient strategies designed for long-term independence and multigenerational wealth. He works closely with executives, professionals, and retirees who want a confident path forward — grounded in thoughtful planning and a resilient investment framework.

With decades of experience serving high-net-worth families, Herb brings a calm, holistic approach to complex financial decisions. His expertise spans alternative investments, retirement strategy, and advanced tax planning, supported by his credentials as both a CFP® professional and CAIA charterholder. Herb guides clients through a structured, values-based process that simplifies complexity, strengthens portfolio durability, and promotes intentional wealth stewardship across generations.

Beyond his advisory work, Herb is passionate about health and wellness and loves exploring Austin’s vibrant food and specialty-coffee culture. He lives in Austin with his wife, Hoda, and their two daughters, Laia and Lucia.