How I Can Help You
Flor assists clients by fulfilling requests for account services, such as account openings, income withdrawals, investment deposits, required minimum distributions, beneficiary or account titling changes, web access support and much more. She is also a notary and can assist clients with notarization needs. Flor is committed to timely, accurate and personalized client service.
What Makes Me Knowledgeable
Flor has extensive experience working in client service for the financial industry, including more than two decades at WA Insurance Services and more than eight years as the client care manager for King Wealth Planning. She has also been an operations officer at Liberty Bank. Flor holds the Series 7 and 63 securities registrations with LPL Financial and has a California life insurance license.
Getting to Know Me
Flor immigrated to the United States from the Philippines in 1976 and lives in Scotts Valley, California, with her husband, Leonard. Outside of the office, Flor loves spending time with family and friends, especially her wonderful grandchildren. She also enjoys doing jigsaw puzzles and tending to her beautiful home garden.
