David Wilson (CDFA, CFA®, CFP®)

David 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, CDFA®, a Senior Wealth Manager at Watts Capital 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 College Financial Consultant (CCFC), Certified Divorce Financial Analyst (CDFA®), Chartered Financial Analyst (CFA), Behavioral Financial Advisor™ and Certified Financial Planner (CFP®) designations.  David received the IMCA Alternative Investments Certificate and completed the Certified Investment Management Analyst (CIMA) certificate program from The Wharton School at the University of Pennsylvania.

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 (917) 843-4366 and dwilson@planningtowealth.com

 

NAPFA Start Date

February 08, 2018

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This Office

1460 Broadway New York, NY 10036-7329 Phone: (212) 735-8934