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Kelcy Flores, CFP®, CPWA®

Kelcy Flores, CFP®, CPWA®

Assistant Tennis Coach

Followers of Kelcy Flores, CFP®, CPWA®790 followers
location of Kelcy Flores, CFP®, CPWA®Tulsa, Oklahoma, United States

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  • Timeline

  • About me

    Director of Financial Planning at Capital Advisors

  • Education

    • University of Tulsa

      2013 - 2014
      Master of Business Administration (MBA)

    • University of Notre Dame

      2005 - 2009
      Bachelor's degree Sociology

  • Experience

    • University of Tulsa

      Aug 2009 - Jul 2011
      Assistant Tennis Coach

    • University of Notre Dame

      Aug 2011 - Jul 2013
      Assistant Tennis Coach

    • BOK Financial

      Jun 2014 - Nov 2014
      Accelerated Career Track

    • Bank of Oklahoma

      Nov 2014 - Feb 2016
      Investment Associate - The Private Bank

    • BOK Financial

      Mar 2016 - Mar 2018
      Private Banker

    • Capital Advisors

      Apr 2018 - now
      Director Of Financial Planning

  • Licenses & Certifications