Kelcy Flores, CFP®, CPWA®

Director Of Financial Planning at Capital Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Tulsa, Oklahoma, United States, US

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
  • Certified Private Wealth Advisor® (CPWA®)
    Investments & Wealth Institute

Experience

  • Capital Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director Of Financial Planning
      • Apr 2018 - Present
  • BOK Financial
    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Banker
      • Mar 2016 - Mar 2018
  • Bank of Oklahoma
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Associate - The Private Bank
      • Nov 2014 - Feb 2016
    • Accelerated Career Track
      • Jun 2014 - Nov 2014
  • University of Notre Dame
    • United States
    • Higher Education
    • 700 & Above Employee
    • Assistant Tennis Coach
      • Aug 2011 - Jul 2013
  • University of Tulsa
    • United States
    • Motor Vehicle Manufacturing
    • Assistant Tennis Coach
      • Aug 2009 - Jul 2011

Education

  • University of Tulsa
    Master of Business Administration (MBA)
    2013 - 2014
  • University of Notre Dame
    Bachelor's degree, Sociology
    2005 - 2009

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