David Flores Wilson, CFP®, CFA Sincerus Advisory
- 99 Wall St. #185, New York, NY 10005
- (917) 843-4366
- qjvyfba@fvaprehfnqi.pbz
- https://sincerusadv.com/
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/
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
