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David Flores Wilson, CFP®, CFA

David Flores Wilson, CFP®, CFA

Managing Partner, Sincerus Advisory

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 advisers, 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®) designation.

Phone: 917.843.4366 | E-mail: dwilson@sincerusadv.com |
Website: https://sincerusadv.com/ |Twitter: https://twitter.com/NYwealthadvisor | Facebook: www.facebook.com/SincerusAdvisory/ | LinkedIn: linkedin.com/in/david-flores-wilson-02b5a

Facing Financial Firsts in the Wake Of COVID-19
personal finance

Facing Financial Firsts in the Wake Of COVID-19

My, how times have changed, and many of those changes have hit millennials especially hard. To adapt financially, many are doing things differently no…
August 31, 2020
Good News: COVID-19’s Social Distancing Seems to Cure FOMO
spending

Good News: COVID-19’s Social Distancing Seems to Cure FOMO

Fear of missing out can put you in debt, but social distancing means no one’s missing out on anything these days. Financially, that’s great news, espe…
July 29, 2020
To Succeed, Small-Business Owners Need to Put Their Own Finances First
business

To Succeed, Small-Business Owners Need to Put Their Own Finances First

Many business owners put everything they have into their businesses, and in doing so forget to make a plan for their own personal finances. That's a b…
May 8, 2020
Effective Succession Planning Leads to Business Longevity
business

Effective Succession Planning Leads to Business Longevity

An important part of owning a successful business is having a plan for what happens when it's time for you to move on.
April 27, 2020
Small Financial Changes to Help Build Your Wealth Faster
A person sitting at a desk, holding a pen, with a calculator, piggy bank and a stack of coins
retirement

Small Financial Changes to Help Build Your Wealth Faster

To grow your wealth to its full potential, start implementing these best practices today.
March 26, 2020
The Start-Up Dilemma: How Entrepreneurs Can Thrive in Today's Economic Climate
business

The Start-Up Dilemma: How Entrepreneurs Can Thrive in Today's Economic Climate

Launching a business has its challenges, but there are plenty of pros, as well. Check out some of the resources available today for business-minded fo…
December 17, 2019
Retiring At 30: How To Sensibly Handle An Early Fortune
A couple jumps up and down in a field where cash is raining down
Making Your Money Last

Retiring At 30: How To Sensibly Handle An Early Fortune

When you retire early, the pressure is on, because you've got to make your money last for decades. And those coming into sudden money have the added h…
October 21, 2019