David Flores Wilson CDFA®, CFP®, CFA


Watts Capital Partners

110 Third Avenue
5A
New York NY 10003

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9178434366

David Flores Wilson, CFA, CFP®, CDFA® heads the financial planning practice at Watts Capital Partners.  He 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.

He received a BS from the University of California, Berkeley.  He received the IMCA Alternative Investments Certificate and completed the Certified Investment Management Analyst (CIMA) certificate program from The Wharton School at the University of Pennsylvania and holds Series 7, 24, 63, and 65 securities licenses.  David enjoys traveling, reading, Brazilian Jiu-jitsu, yoga and snowboarding.