Investopedia 100 New York 2019

David Flores Wilson named to the Investopedia 100 Top Financial Advisors of 2019

AUGUST 1, 2019

Planning to Wealth is happy to announce that David Flores Wilson, CFP®, CFA was awarded as one of the 100 Top Financial Advisors of 2019 by Investopedia. Advisors were chosen based on making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. Investopedia's methodology focuses on financial advisors who have demonstrated an ability to reach the largest and most relevant financial and investing audience, as measured by the impact and quality of their published work, public appearances, and online following. The methodology heavily weighs peer-to-peer nominations, highlighting the most influential advisors who were recommended by their peers.

inheritance financial planning tips and strategies

David flores wilson to present at FPa’s Financial Literacy program at the new york public library on “financial planning for a sudden windfall or inheritance”

june 12, 2019

As part of the FPA of Metro New York’s Money Matters Financial Literacy Programs, David Flores Wilson, CFP®, CFA will discuss financial strategies and tips that people receiving an inheritance or windfall can implement to help them achieve financial freedom. Please email to RSVP. Topics covered include:

  • A step by step guide on what actions people should take

  • Strategies and behaviors to maximize success

  • Unique tax, legal, or other considerations

  • Additional strategies for those selling a business

Save Money on College and Maximize Financial Aid CFP


May 13, 2019

Learn the best strategies and techniques to save for college, how to save on the actual cost of college, and how to maximize financial aid. Presented by David Flores Wilson, CFP®, CFA. Topics to be covered include:
- What parents should do to prepare for paying and saving for college
- A framework to lower the cost of college
- Understanding where to focus on when it comes to financial aid
- Maximizing financial aid techniques
- Leveraging offers to save money on college
- The best vehicles to save for college
- Strategies for business owners
Please email to RSVP.

Opportunity Zones and Financial Planning

david flores wilson hosts financial planning tax savings strategies seminar at wework in new york city

January 31, 2019

David Flores Wilson of Planning to Wealth will be hosting a seminar on tax saving strategies at noon on February 6th, 2019 at the WeWork in New York City on 1460 Broadway. Topics to be covered include Backdoor Roth contributions, Opportunity Zone investments, education financial planning strategies, and charitable planning tax strategies. If you would like to attend, please email

Social Security tips for young people

Planning to Wealth to present at FPa’s money matters Financial Literacy program at the new york public library

December 7, 2018

As part of the FPA of Metro New York’s Money Matters Financial Literacy Programs, David Flores Wilson, CFP®, CFA will discuss Social Security strategies and tips that young people can implement at the New York Public Library on Thursday, March 14, 2019, 3:00 P.M. Topics to be covered include:

  • The future of Social Security

  • Retiring early can have its drawbacks

  • Your Social Security statement is probably inaccurate

  • How your Social Security strategies affect your spouse and family

  • How working in retirement impacts Social Security

  • Small business owner Social Security strategies

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Planning to Wealth to co-host financial planning seminar with title Guaranty

April 16, 2018

Planning to Wealth is proud to announce “A Stock Market Update: Opportunities to Grow your Wealth and the Pitfalls to Avoid” on April 27th at the Dusit Thani Hotel in Tumon, Guam. Co-hosted by Ryan Mummert of Title Guaranty, the event is focused on current opportunities in the stock and bond markets, financial planning pitfalls, and opportunities for business owners and real estate professionals. If you would like to attend, please email

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FEBRUARY 12, 2018

Planning to Wealth hosted the Business Owner Roundtable Forum at Neuehouse in New York City on Febr­uary 9th. Moderated by David Wilson, financial planning clients and friends of Planning to Wealth discussed a wide range of issues relevant to their businesses, including the increasing challenge to businesses of hiring and retaining design and technical talent with fierce competition from massive, well-funded technology companies like Google and Facebook, the rising influence of millennial employees on the workplace, and the impact of immigration changes on businesses. The next Business Owner Roundtable will be held in May. Please email if you are interested in attending a forum.

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NOVEMBER 15, 2017

Editor and Writer at Planning to Wealth, David Flores Wilson, received the premier financial planning designation focused on advising families as they put their children through college:  the CCFC. Administered by the AICCFC, the CCFC program includes comprehensive coursework and a final examination on the following areas:  student loan advising, financial aid advising, academic planning to reduce costs, optimal saving strategies and an analysis of higher education tax deductions and credits. CCFC charterholders must complete a fiduciary oath and annual service requirements. Coursework also includes specific, actionable college financial strategies and techniques for business owners, divorced parents, grandparents and high net worth families. If you are interested in a free consultation on college planning for your family, please email