David Flores Wilson CDFA®, CFA, CFP®


Sincerus Advisory

110 Third Avenue
5A
New York NY 10003
Get directions
9178434366

David Flores Wilson, CFA, CFP®, CEPA®, CM&AA, Managing Partner at Sincerus Advisory and Editor of Planning to Wealth, advises entrepreneurs and business owners in New York City on personal financial planning issues from formation to exit and beyond.

Areas of expertise include qualified small business stock (QSBS) planning, business exit planning, strategic philanthropy & equity compensation planning. A multiple-time Investopedia Top 100 Financial Advisor, his financial guidance has appeared on CNBC, Yahoo!Finance, the New York Times, US News & World Report, and InvestmentNews.

David represented Guam in the 1996 Atlanta Olympic Games and is active with Entrepreneur's Organization, the Estate Planning Council of New York City, Advisors in Philanthropy (AiP), and the Exit Planning Institute.