David Flores Wilson

CFP®, CFA, CDFA®, CCFC

Watts Capital Partners

Senior Wealth Advisor

David Flores Wilson

CFP®, CFA, CDFA®, CCFC

Watts Capital Partners

Senior Wealth Advisor

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, CDFA®, CCFC

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. Watts Capital Partners 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, CDFA® has a passion for being a helpful resource to friends, colleagues, and clients to achieve their financial dreams and goals.  A Senior Wealth Manager at Watts Capital in New York City, David advises and coaches business owners and professionals on a broad spectrum of financial matters.  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 enjoys traveling, reading, Brazilian Jiu-jitsu, yoga and snowboarding.  He can be reached at (917) 843-4366 and 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

  • National Association of Personal Financial Advisors (NAPFA)
    David Wilson is a NAPFA-Registered Financial Advisor

    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.

  • Certified Financial Planner (CFP)
    David Wilson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • Financial Planning Association
    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.

  • CFA - Chartered Financial Analyst
    David Wilson is a CFA® charterholder

    A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute. A CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.

  • Divorce Financial Analyst
    David 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.

  • Certified College Financial Consultant - CCFC
    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.

Contact David Flores Wilson

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Office Locations:

  • 110 Third Avenue
    5A
    New York, NY 10003

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