Bio David Flores Wilson, CFP, CFA

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David Flores Wilson, CFP®, CFA

Senior Wealth Manager, Planning to Wealth

E-mail: dwilson@planningtowealth.com
Website: www.planningtowealth.com
Facebook: www.facebook.com/planningtowealth
LinkedIn: www.linkedin.com/in/david-flores-wilson

David Flores Wilson helps Gen X and Gen Y professionals and business owners in New York City achieve financial freedom. Named one of Investopedia's 100 Top Financial Advisors of 2019, he is a Senior Wealth Manager for Watts Capital and Writer/Editor for Planning to Wealth. His financial guidance has appeared on Yahoo Finance, MSN News, CNBC and InvestmentNews. 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) and Certified Financial Planner (CFP®) designations. David represented Guam in the 1996 Atlanta Olympic Games and enjoys snowboarding, Brazilian Jiu-Jitsu and reading.

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