A picture of David Flores Wilson

David Flores Wilson

Managing Partner

Biography

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®) designations, Certified College Financial Consultant (CCFC), and Certified Divorce Financial Analyst (CDFA®) designations

David represented Guam in the 1996 Atlanta Olympic Games and sits on the Board of the Human Impacts Institute and the Lower East Side Girls Club.  He enjoys traveling, reading, Brazilian Jiu-jitsu, yoga, and snowboarding.

Experience

2020-Present
Managing Partner - Sincerus Advisory, LLC
2009-2020
Senior Wealth Advisor - Watts Capital Partners
2000-2009
Analyst, Associate, Vice President - Barclays Capital
1997-2000
Bachelors of Science, Business Administration - University of California, Berkeley

Contact Info

Email : dwilson@sincerusadv.com