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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

 

NAPFA Start Date

February 08, 2018

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

99 Wall St. #185 New York, NY 10005 Phone: (212) 203-7376
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