David Flores Wilson
CFP®, CFA®, CEPA®, CCFC, CDFA®
Sincerus Advisory
Managing Partner
David Flores Wilson
CFP®, CFA®, CEPA®, CCFC, CDFA®
Sincerus Advisory
Managing Partner
I believe you deserve a true financial advocate offering you unbiased advice to help you make progress in achieving your financial and life goals. - David Flores Wilson, CFP®, CFA®, CEPA®, CCFC, CDFA®
Fee-Only financial planner and Wealth Manager located in New York City, serving clients locally and across the country
David Wilson is a New York City-based fee-only financial planner. Sincerus Advisory provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, David Wilson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Planning to Wealth is a content resource that provides not only financial planning tips and wealth management guidance for business owners and entrepreneurs, but even lifestyle content like travel hacks for your next vacation.
David Flores Wilson, CFP®, CFA, CEPA® has a passion for being a helpful resource to friends, colleagues, and clients to achieve their financial dreams and goals. Managing Partner at Sincerus Advisory in New York City, David advises and coaches business owners and professionals on a broad spectrum of financial matters.
Named to the Investopedia 100 Top Financial Advisors of 2019 and Investopedia 100 Top Financial Advisors of 2020, David is the Writer/Editor of Planning to Wealth, a content resource that provides guidance on financial planning and wealth management topics. His financial guidance has appeared on Yahoo!Finance, MSN News, CNBC, InvestmentNews, and others.
He received a BS from the University of California, Berkeley and holds the Certified College Financial Consultant (CCFC), Chartered Financial Analyst (CFA), Certified Exit Planner Advisor (CEPA®) and Certified Financial Planner (CFP®) designations.
David enjoys traveling, reading, Brazilian Jiu-jitsu, yoga and snowboarding. He can be reached at dwilson@planningtowealth.com
David Flores Wilson is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Our passion at Watts Capital is protecting and growing the wealth of private families. Our clients rely on us as fiduciaries to deliver world-class financial planning and implementation, investment management and tax planning.
FINANCIAL PLANNING
Our clients rely on our team of Certified Financial Planners™ to evaluate their individual financial situations, formulate a plan, and then implement the plan across seven major areas of their financial lives. Our team brings specialized expertise in serving business owners and individuals contemplating or going through divorce.
INVESTMENT MANAGEMENT
Our clients have a wide range of goals, values and constraints in how they wish us to manage their investments. We tailor each client's investment policy to serve their specific needs. In addition to stewardship of our clients' core stock and bond portfolios, we differentiate ourselves through our experience in complex alternative investments, including real estate, hedge funds, direct investments and private equity. Our investment strategies are led by a team of CFA® and CAIA professionals.
TAX PLANNING
During our clients' lives, income tax is often their single biggest expense. Income tax and estate tax is often our clients' largest obstacle to passing their wealth to family members and funding other elements of their legacy. We work with our clients to structure their financial affairs in a way that reduces taxes, leaving more money for them to achieve what is important to them.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Business Owner Planning
- College Education Planning
- Divorce Financial Planning
Ideal Clients
- Business owners and Entrepreneurs
- Founders and Executives
- Sudden Money Situations
- Novice Investors
- Growing Families
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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David Wilson is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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David Wilson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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David Wilson is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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David Wilson is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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David Wilson is a Certified College Financial Consultant (CCFC)The American Institute of Certified College Financial Consultants (AICCFC) is an organization that was created to offer educational training to CPAs and Financial Planners who wish to learn how they can advise their clients effectively in the areas of college and student loan advising. The AICCFC is the issuer of the premiere designation in college and student loan advising, the Certified College Financial Consultant (CCFC) designation.
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David Flores Wilson is a Certified Divorce Financial Analyst® (CDFA®)A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
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David Flores Wilson is a Certified Exit Planning Advisor® (CEPA®)The Certified Exit Planning Advisor® (CEPA®) designation is obtained by financial professionals upon completion of a five-day in-person credentialing program. Advisors who earn this credential are specially trained to help business owners create an exit plan for selling their company for maximum benefit. The CEPA Program integrates exit strategy into business, personal, and financial goals of the business owner. Using this holistic approach, Certified Exit Planning Advisors® guide business owners to decide when’s the best time to sell their business and how to minimize taxes from the sale.
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David Flores Wilson - 8 Strategies for Parents to Maximize College Financial Aid Eligibility
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David Flores Wilson - Getting Ready to Monetize your Business
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David Flores Wilson - How Much House is Too Much? A Different Approach to House Hunting
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David Flores Wilson - Top 5 Considerations for an Emergency Fund
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David Flores Wilson Contributes to CNBC: "Here's how the new federal tax law may impact you"
Contact David Flores Wilson
Office Locations:
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110 Third Avenue
5A
New York, NY 10003
