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Mini david flores wilson financial advisor
Watts Capital
New York, NY

David Flores Wilson

CDFA™, CFA®, CFP®
Advises and coaches business owners and professionals on a spectrum of financial matters as they make progress towards their goals and dreams.
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Meet David

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Introduction - David Flores Wilson
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Our Focus - David Flores Wilson
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Handling Major Life Events - Dave Flores Wilson
Video Transcripts

David Flores Wilson, CFP®, CFA, CDFA® a Senior Wealth Manager at Watts Capital in New York City, advises and coaches business owners and professionals on a spectrum of financial matters as they make progress towards their goals and dreams. David is also editor of Planning to Wealth, an online resource guide on financial topics and life planning considerations. His financial guidance has appeared on Yahoo! Finance, Investopedia, CNBC, InvestmentNews and…

David Flores Wilson, CFP®, CFA, CDFA® a Senior Wealth Manager at Watts Capital in New York City, advises and coaches business owners and professionals on a spectrum of financial matters as they make progress towards their goals and dreams. David is also editor of Planning to Wealth, an online resource guide on financial topics and life planning considerations. His financial guidance has appeared on Yahoo! Finance, Investopedia, CNBC, InvestmentNews and others.

Prior to joining Watts Capital Partners, David was a Vice President in the Fixed Income Division at Barclays Capital. 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 enjoys traveling, reading, Brazilian Jiu-jitsu, yoga and snowboarding. He can be reached at dwilson@planningtowealth.com.


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
College Planning
Estate Planning

Experience with

Small business owners
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets
Flat Fee/Retainer

Certifications and licenses

CFA® - Chartered Financial Analyst®
CFP® - CERTIFIED FINANCIAL PLANNER™
CDFA™ - Certified Divorce Financial Analyst®

Memberships

NAPFA - National Association of Personal Financial Advisors
FPA - Financial Planning Association
CFA Institute - Chartered Financial Analyst Institute

Education

Bachelors - University of California-Berkeley
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