Darkhorse Advisor

About Me

Learn more about Alan Flores, Darkhorse Advisor.

The Darkhorse Advisor

Meet Alan Flores

Portrait of Alan Flores

I have worked as a Financial Consultant since 1993. I was a Managing Partner at Clearview, an Independent fee-only investment advisory firm. Prior to this, I spent 15 years with Wall Street firms including UBS Financial Services, AG Edwards, and Smith Barney.

I earned my Bachelor of Arts Degree in political science from the University of California, Irvine.

I am very active in my community, currently serving on the Independent Finance Audit Committee for the UCI Alumni Association; I was a member on the Board of Directors from 1997-2002.

Experience

Managing Partner
Clearview Investment Partners LLC
May 2009 - Present
Vice President - Investments
UBS Wealth Management
June 2002 - May 2009
Vice President - Investments
A.G. Edwards
June 1997 - June 2002
Financial Consultant
Smith Barney
October 1993 - June 1997

About Me

I live in Newport Beach with my wife, Sandy, and my sons, Sean and Jack. I am passionate about living a very active lifestyle which includes working out at gym, running along the beach, riding my bikes, and surfing.