EPISODE · Feb 4, 2024 · 39 MIN
#2: David Flores Wilson - Managing Partner at Sincerus Advisory, LLC
from Datapoints | Presented by Pinpoint Guam · host ryanqp
Originally from Guam, David Flores Wilson is a managing partner at Sincerus Advisory, LLC in New York City. David helps professionals and business owners in New York City achieve financial freedom. Named Investopedia 100 Top Financial Advisors of 2019 and WealthManagement.com 2019 Thrive list of fastest-growing advisors, he is a Managing Partner for Sincerus Advisory and Writer/Editor for Planning to Wealth. His financial guidance has appeared on CNBC, Yahoo!Finance, the New York Times, MSN News, and InvestmentNews. A graduate of University of California, Berkeley, he holds the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), Accredited Estate Planner (AEP®), Certified Exit Planning Advisor (CEPA®), and Certified College Financial Consultant (CCFC) designations. David represented Guam in the 1996 Atlanta Olympic Games and sits on the Board of the Lower East Side Girls Club. He enjoys traveling, reading, Brazilian Jiu-jitsu, yoga, and snowboarding. Market Movers is sponsored by Title Guaranty.
What this episode covers
Originally from Guam, David Flores Wilson is a managing partner at Sincerus Advisory, LLC in New York City. David helps professionals and business owners in New York City achieve financial freedom. Named Investopedia 100 Top Financial Advisors of 2019 and WealthManagement.com 2019 Thrive list of fastest-growing advisors, he is a Managing Partner for Sincerus Advisory and Writer/Editor for Planning to Wealth. His financial guidance has appeared on CNBC, Yahoo!Finance, the New York Times, MSN News, and InvestmentNews. A graduate of University of California, Berkeley, he holds the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), Accredited Estate Planner (AEP®), Certified Exit Planning Advisor (CEPA®), and Certified College Financial Consultant (CCFC) designations. David represented Guam in the 1996 Atlanta Olympic Games and sits on the Board of the Lower East Side Girls Club. He enjoys traveling, reading, Brazilian Jiu-jitsu, yoga, and snowboarding. Market Movers is sponsored by Title Guaranty.
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#2: David Flores Wilson - Managing Partner at Sincerus Advisory, LLC
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