BALANCE
Chris Flores is an experienced financial professional with a diverse background in coaching, counseling, tax preparation, and auditing. Currently serving as the Coaching Programs Manager and Smart Money Coach at BALANCE since February 2022, Chris provides clients with strategies to achieve their financial and life goals through education in budgeting and debt management. Chris has also worked as a Financial Coach at Clarity Financial since May 2019, and previously held positions as a Financial Coach at Enlighten Angle Financial Group and a Paraplanner at HC Financial Advisors, where responsibilities included client preparation, financial planning updates, and workflow management. Earlier experience includes roles as a Tax Staff member at OUM & Co. LLP, Audit Associate at KPMG US, Community Integration Specialist at Toolworks, and Independent Insurance Agent at Flores Insurance Services. Chris holds a Bachelor's Degree in Accounting from Golden Gate University.
BALANCE
BALANCE is a leading non-profit organization providing financial education and counseling to people throughout the country through partnerships with credit unions, banks, employee assistance programs, and other non-profits. Our mission is to help individuals and families achieve their financial goals through comprehensive financial fitness programs (tools, information, and assistance) in partnership with sponsoring organizations. Whether you need immediate help to pay off debt or you just need guidance in designing a budget or buying a home, we offer a variety of programs and services that put you in control of your financial future. Some of our services include: Financial Coach Hotline, Money Management Counseling, Debt Management Plan, Credit Report Review, Home Purchase Education, Foreclosure Prevention Counseling, Identity Theft Counseling, and Educational Materials. Here are some of the services we provide for our partners. FINANCIAL INSTITUTIONS Through our white-label approach, we strengthen your organization by providing you with first-rate financial education and counseling for your members and customers—all under your own brand. YOUTH FINANCIAL EDUCATION PROGRAMS We’re excited to offer two of the most robust youth financial education programs available to credit unions and banks: M3 Money Club® for Kids and Elements of Money® for teens. FINANCIAL WELLNESS FOR EMPLOYEES With our Financial Wellness Program, your employees can access monthly webinars and resources, a digital communications library of insightful content, and BalanceTrack, our turnkey collection of instructional modules, toolkits and calculators. NON-PROFITS Our certified counselors can provide expert advice for people who need help paying their bills, financing their home, or making a budget. CONTACT US Contact a Partner Relations team member at 800.808.4327 or email partner-relations@balancepro.org for details.