About david flores wilson
David Flores Wilson, CFP®, CFA, CDFA®, 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, and even travel hacks for your next vacation; Planning to Wealth aims to be your go-to resource for top financial topics and life planning considerations.
A Senior Wealth Manager at Watts Capital in New York City, David advises and coaches business owners and professionals on a broad spectrum of financial matters as they make progress towards their goals and dreams. Prior to joining Watts Capital Partners, 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 College Financial Consultant (CCFC), Certified Divorce Financial Analyst (CDFA®), Chartered Financial Analyst (CFA), Behavioral Financial Advisor™ and Certified Financial Planner (CFP®) designations. David received the IMCA Alternative Investments Certificate and completed the Certified Investment Management Analyst (CIMA) certificate program from The Wharton School at the University of Pennsylvania.
David enjoys traveling, reading, Brazilian Jiu-jitsu, yoga and snowboarding. He can be reached at firstname.lastname@example.org.