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Schwab Alliance

Teresa Flores

Teresa Flores, Pinnacle Peak Private Client Group, Operations ManagerPartner and Operations Manager
e: [email protected]
p: (480) 771-4303

About: Partner and Operations manager Teresa Flores has worked in the financial services industry since 1995. Prior to her current role with Pinnacle Peak Private Client Group, Teresa has been a registered sales assistant, transition specialist and senior field office team leader for four offices.

This wealth of experience has given her deep insight into the complexities of financial management and a keen understanding of what clients need in order to feel well-informed and confident in the services provided to them. Teresa holds series 7 and 63 securities registrations.

A native of Arizona, Teresa has lived outside of the state for only eight years—from 1997 to 2005. During that time, she worked for a large financial services firm in Portland, Oregon. She and her husband, Mark, are the proud “parents” of two dogs and a cat. The couple are avid car enthusiasts who enjoy working on cars, participating in car clubs and traveling the state of Arizona. In addition, Teresa is a snowboarder, rock-climber and terrain-racer and a big fan of the Arizona Cardinals.

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Registered Investment Advisors (“RIAs”), like Pinnacle Peak Private Client Group, belong to one of the fastest-growing segments of the financial services industry, yet many investors do not understand the unique benefits of working with an RIA. One of our custodians, Charles Schwab, has developed a campaign to help describe the benefits of working with an RIA.  Learn More →
18867 N Thompson Peak Pkwy, Suite 225
Scottsdale, AZ 85255
Phone: (480) 771-4301
Fax: (480) 771-4305
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Custody services and other brokerage services provided to clients of Pinnacle Peak Private Client Group, LLC are offered by Schwab Advisor Services, Division of Charles Schwab & Co. Inc. member FINRA/SIPC.
Pinnacle Peak Private Client Group, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Pinnacle Peak Private Client Group, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pinnacle Peak Private Client Group, LLC unless a client service agreement is in place.

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