David Flores Wilson, CFP®, CFA – Sincerus Advisory

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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 CNBC, Yahoo!Finance, the New York Times, MSN News, and InvestmentNews. A graduate of University of California, Berkeley, he holds the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), Accredited Estate Planner (AEP®), Certified Exit Planning Advisor (CEPA®), and Certified College Financial Consultant (CCFC) designations.

David represented Guam in the 1996 Atlanta Olympic Games and sits on the Board of 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

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