Bio David Flores Wilson, CFP, CFA

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David Flores Wilson, CFP®, CFA

Senior Wealth Manager, Planning to Wealth


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.

Latest Features

Building Wealth
May 2020

To Succeed, Small-Business Owners Need to Put Their Own Finances First

Many business owners put everything they have into their businesses, and in doing so forget to make a plan for their own personal finances. That's a big mistake.

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Building Wealth
April 2020

Effective Succession Planning Leads to Business Longevity

An important part of owning a successful business is having a plan for what happens when it's time for you to move on.

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Building Wealth
March 2020

Small Financial Changes to Help Build Your Wealth Faster

To grow your wealth to its full potential, start implementing these best practices today.

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Building Wealth
December 2019

The Start-Up Dilemma: How Entrepreneurs Can Thrive in Today's Economic Climate

Launching a business has its challenges, but there are plenty of pros, as well. Check out some of the resources available today for business-minded folks.

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Building Wealth
October 2019

Retiring At 30: How To Sensibly Handle An Early Fortune

When you retire early, the pressure is on, because you've got to make your money last for decades. And those coming into sudden money have the added high-stakes challenge of a steep financial learning curve.

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