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 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 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®), Chartered Financial Analyst (CFA), and Certified Financial Planner (CFP®), Certified College Financial Consultant (CCFC), 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.