David Flores Wilson, CFP®, CFA Sincerus Advisory

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About David Flores Wilson, CFP®, CFA, CEPA®, CCFC, CDFA®

David Flores Wilson helps professionals and business owners in New York City achieve financial freedom. Named Investopedia 100 Top Financial Advisors of 2019 and WealthManagement.com 2019 Thrive list of fastest-growing advisors, he is a Managing Partner for Sincerus Advisory and Writer/Editor for Planning to Wealth. His financial guidance has appeared on Yahoo!Finance, the New York Times, MSN News, CNBC and InvestmentNews. A graduate of University of California, Berkeley, he holds the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), Certified College Financial Consultant (CCFC), and Certified Divorce Financial Analyst (CDFA®) designations.

Read David’s blog here: https://www.planningtowealth.com/

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Ideal Clients

  • Business Owners
  • Entrepreneurs
  • Gen X
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • Quarterly Fee: $750+/qtr
  • Assets Under Management: 1.00%

SEC Records

 

 

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