David Flores Wilson CDFA®, CFA, CFP®


Sincerus Advisory

110 Third Avenue
5A
New York NY 10003

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9178434366

David Flores Wilson, CFA, CFP®, CDFA® helps Gen X and Gen Y professionals and business owners in New York City achieve financial freedom.  David advises and coaches his clients on a broad spectrum of financial matters as they make progress towards their goals and dreams.


Named to the Investopedia 100 Top Financial Advisors of 2019, David is the Writer/Editor of Planning to Wealth, a content resource that provides guidance on financial planning and wealth management topics. His financial guidance has appeared on Yahoo!Finance, MSN News, CNBC, InvestmentNews, and others.


He received a BS from the University of California, Berkeley.  David enjoys traveling, reading, Brazilian Jiu-jitsu, yoga and snowboarding.