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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 (CDFAÂ®), Chartered Financial Analyst (CFA) and Certified Financial Planner (CFPÂ®) designations. David represented Guam in the 1996 Atlanta Olympic Games and enjoys snowboarding, Brazilian Jiu-Jitsu and reading.
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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