Ronald Flores Strategic Partner For Accountants
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Ronald Flores Strategic Partner For Accountants Email & Phone Number

Businesses Financial Consultant CEO @ Curious Finance | Proactive Comprehensive Financial Planning & Solutions at Alignable
Location: San Leandro, California, United States 5 work roles
1 work email found @consultant.com 2 phones found area 209 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email r****@consultant.com
Direct phone (209) ***-****
LinkedIn Profile matched
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Current company
Role
Businesses Financial Consultant CEO @ Curious Finance | Proactive Comprehensive Financial Planning & Solutions
Location
San Leandro, California, United States
Company size

Who is Ronald Flores Strategic Partner For Accountants? Overview

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Quick answer

Ronald Flores Strategic Partner For Accountants is listed as Businesses Financial Consultant CEO @ Curious Finance | Proactive Comprehensive Financial Planning & Solutions at Alignable, a with 47 employees, based in San Leandro, California, United States. AeroLeads shows a work email signal at consultant.com, phone signal with area code 209, and a matched LinkedIn profile for Ronald Flores Strategic Partner For Accountants.

Ronald Flores Strategic Partner For Accountants previously worked as Youtube Host at Behind The Stethoscope: The Heart Of Medicine And Financial Journeys and Alignable Ambassador at Alignable.

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Email format at Alignable

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{first}@consultant.com
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Profile bio

About Ronald Flores Strategic Partner For Accountants

As the CEO and founder of Curious Finance, I get to work with an incredible team of specialized finance solutions to lower taxes and operations costs of business owners, especially private physicians. We team up with CPAs and Enrolled Agents to provide proactive, strategic solutions for their clients' tax and business challenges. With two decades of experience as a business financial consultant under my belt, I've developed a niche expertise in working with physicians. These medical professionals face a pretty unique set of risks and opportunities that require a tailored approach.My driving mission is to inform and empower physicians to optimize their taxes, protect their hard-earned wealth, and elevate their business performance. Not too long ago, I worked closely with one doctor's CPA to apply a holistic tax and business planning strategy. The result? A cool $134,000 in operating cost savings for the practice and enhanced family care benefits for the whole team.I founded Curious Finance back in 2017 with two core goals: assist tax professionals in delivering comprehensive financial solutions, and directly diagnose and address the distinct financial needs of the medical community. Having seen the complexities physicians juggle firsthand, I'm passionate about guiding them through the financial maze and helping them win.

Listed skills include Leadership, Management, Customer Service, Retirement, and 42 others.

Current workplace

Ronald Flores Strategic Partner For Accountants's current company

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Alignable
Alignable
Businesses Financial Consultant CEO @ Curious Finance | Proactive Comprehensive Financial Planning & Solutions
boston, massachusetts, united states
Website
Employees
47
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5 roles

Ronald Flores Strategic Partner For Accountants work experience

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Youtube Host

Current
Behind The Stethoscope: The Heart Of Medicine And Financial Journeys

I’m thrilled to introduce my new YouTube show, "Behind the Stethoscope: The Heart of Medicine and Financial Journeys." In each episode, we dive deep into the personal and professional lives of physicians, highlighting their unique journeys and the financial strategies that support their success. Whether you're in the medical field or interested in financial insights, this show offers something for everyone. Stay tuned for inspiring interviews and valuable takeaways!

Oct 2024 - Present

Alignable Ambassador

Current

United States

Bringing local Alignable members together, both in-person and virtually, is a heartfelt effort to nurture the formation of meaningful relationships. Our aim is to cultivate a sense of community support that extends beyond the professional realm, fostering personal and professional growth for everyone involved.To be part of this vibrant community, you and/or your business should be situated in the welcoming locales of San Leandro, Alameda, Hayward, Walnut Creek, Oakland, and Union City in the Bay Area, California. Your participation is not just about geographic proximity; it's about building connections that go beyond the virtual space, embodying the essence of genuine human interaction.

May 2022 - Present

Cpa Team Based Model Consultant

Current

San Leandro California

Excited to share that I’m officially a Virtual Family Office Certified Professional! This prestigious certification empowers me to deliver unparalleled financial services to business owners, especially in the medical, dental, and construction sectors. Here's what this means for you:What Is the Virtual Family Office Certification?This certification sets a high standard for integrity and collaboration among financial advisors, accountants, and other experts. By earning this recognition, I’m better equipped to create a proactive and coordinated approach for your financial planning needs, ensuring every aspect of your business and personal finances work seamlessly together.Benefits for Business Owners:Enhanced Support: Gain access to an integrated financial team that brings strategic tax planning, risk mitigation, and business advisory to the next level.Unmatched Expertise: As a Virtual Family Office Certified Professional, I’m recognized for upholding industry excellence and can connect you to media and growth opportunities.Comprehensive Solutions: Our approach reduces inefficiencies and uncovers potential savings, maximizing your profit retention.This certification represents a commitment to help business owners not just manage their finances, but optimize them for long-term growth and security. If you’re ready to elevate your financial strategy, let’s connect!

Jun 2017 - Present

Member Of San Leandro Chamber Of Commerce

Current

San Leandro, Ca

Our MissionBe the source of advocacy, education, and connections for business in San Leandro; to foster a vibrant, smart, and current business climate.San Leandro By DesignEstablishes San Leandro as a Bay Area economic leader.Government Affairs RoundtableFocuses on effective interaction with the City of San Leandro to address key budget, revenue and service issues affecting the business and community at large.Premier Chamber EventsEvents to empower, educate, & inform our members, as well as providing networking and sponsorship advertising opportunities.

Aug 2019 - Present

Ceo And Founder

Current

San Leandro, California, United States

Since 2017, Curious Finance has evolved its focus to provide tailored financial solutions to physicians. Our dedicated team collaborates closely to offer specialized services, including Comprehensive Financial Planning, Holistic Proactive Planning, Virtual Family Office, Investment Advice, and Advanced Tax Planning. We understand the unique challenges physicians face and aim to optimize their financial well-being. Whether you're seeking tax efficiency, cost reduction, or strategic financial planning, Curious Finance is here to support physicians in navigating the complexities of their financial journey. Connect with us to empower your practice and elevate your financial success.Charting Financial Success: Where Expertise Meets Prosperity!

Jan 2016 - Present
Team & coworkers

Colleagues at Alignable

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FAQ

Frequently asked questions about Ronald Flores Strategic Partner For Accountants

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What company does Ronald Flores Strategic Partner For Accountants work for?

Ronald Flores Strategic Partner For Accountants works for Alignable.

What is Ronald Flores Strategic Partner For Accountants's role at Alignable?

Ronald Flores Strategic Partner For Accountants is listed as Businesses Financial Consultant CEO @ Curious Finance | Proactive Comprehensive Financial Planning & Solutions at Alignable.

What is Ronald Flores Strategic Partner For Accountants's email address?

AeroLeads has found 1 work email signal at @consultant.com for Ronald Flores Strategic Partner For Accountants at Alignable.

What is Ronald Flores Strategic Partner For Accountants's phone number?

AeroLeads has found 2 phone signal(s) with area code 209 for Ronald Flores Strategic Partner For Accountants at Alignable.

Where is Ronald Flores Strategic Partner For Accountants based?

Ronald Flores Strategic Partner For Accountants is based in San Leandro, California, United States while working with Alignable.

What companies has Ronald Flores Strategic Partner For Accountants worked for?

Ronald Flores Strategic Partner For Accountants has worked for Behind The Stethoscope: The Heart Of Medicine And Financial Journeys, Alignable, Elite Resource Team, San Leandro Chamber Of Commerce, and Curious Finance.

Who are Ronald Flores Strategic Partner For Accountants's colleagues at Alignable?

Ronald Flores Strategic Partner For Accountants's colleagues at Alignable include Mitchell Groves, Roger Graver, Brittany Sandoval, Lana Sappo, and Morgan Ridge Curran.

How can I contact Ronald Flores Strategic Partner For Accountants?

You can use AeroLeads to view verified contact signals for Ronald Flores Strategic Partner For Accountants at Alignable, including work email, phone, and LinkedIn data when available.

What skills is Ronald Flores Strategic Partner For Accountants known for?

Ronald Flores Strategic Partner For Accountants is listed with skills including Leadership, Management, Customer Service, Retirement, Team Building, Employee Benefits, Public Speaking, and Long Term Care.

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