About david flores wilson

David Flores Wilson, CFP®, CFA, editor of Planning to Wealth, has a passion for being a helpful resource to friends, colleagues, and clients. In an effort to find new ways to better serve his clients and provide the best, easily-accessible information, Planning to Wealth was born.  From financial planning tips to wealth management guidance, Planning to Wealth aims to be a valuable resource for top financial planning considerations. 

Named to the Investopedia Top 100 Financial Advisors in 2019 and 2020, and WealthManagement.com 2019 Thrive list of fastest-growing advisors, David is a Managing Partner and Financial Planner at Sincerus Advisory in New York City. He advises business owners and entrepreneurs as they make financial progress towards their goals and dreams. He has specialized expertise in qualified small business stock (QSBS) planning, business exit planning, strategic philanthropy planning, and equity compensation planning (ISOs, NSOs, and RSUs).

Prior to joining Sincerus Advisory, 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 Exit Planning Advisor (CEPA®), Certified Merger & Acquisition Advisor (CM&AA), Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), Certified College Financial Consultant (CCFC), Enrolled Agent (EA), and Accredited Estate Planner (AEP®) designations. David enjoys traveling, reading, Brazilian Jiu-jitsu, yoga, and snowboarding and is on the board of the Lower East Side Girls Club.