David Flores Wilson (CEPA, CFA, CFP®)

David Flores Wilson focuses in the
following client markets or areas of practice:

Business Owners

Cash Flow/Budgets/Credit Issues

College/Education Planning

Entrepreneurs

Investment Advice with Ongoing Management

Middle Income Client Needs

Planning Specialties

Gen X and Gen Y professionals in the New York CIty area
Business owners and entrepreneurs in technology, marketing, law and real estate through the full lifecycle of their businesses (formation, expansion, sale or succession, etc.)
Stock options and equity compensation strategies and techniques
Pro-active life event and transitions planning (college financial planning, marriage, real estate purchases and sudden wealth)

Additional Information

David Flores Wilson, CFP®, CFA, CEPA®, a Managing Partner at Sincerus Advisory in New York City, advises and coaches business owners and professionals on a broad spectrum of financial matters as they make progress towards their goals and dreams. Prior to joining Watts Capital Partners, David was a Vice President in the Fixed Income Division at Barclays Capital. He received a BS from the University of California, Berkeley and holds the Certified Exit Planer Analyst (CEPA), Certified College Financial Consultant (CCFC), Chartered Financial Analyst (CFA), Behavioral Financial Advisor™ and Certified Financial Planner (CFP®) designations.

David has a passion for being a helpful resource to friends, colleagues, and clients. In an effort to find new ways to better serve his clients and provide the best, easily-accessible information, Planning to Wealth provides financial planning tips and wealth management guidance and aims to be your go-to resource for top financial topics and life planning considerations. David enjoys traveling, reading, Brazilian Jiu-jitsu, yoga and snowboarding. He can be reached at dwilson@planningtowealth.com