E73: David Flores Wilson: A Financial Advisor's Journey as a Business Owner

from Getting Results with Dr. Jean · host Dr. Jean, The Results Queen®

Dr. Jean, The Results Queen® and her special guest,David Flores Wilson, a financial advisor and business owner. David shares his early entrepreneurial experiences, such as trading comics and investing his mother's account in college, which sparked his interest in finance. They discussed the importance of finding a financial advisor who understands the unique challenges of business owners, from personal experience. David's holistic approach to financial planning, where he acts as a quarterback for his clients, connecting them with various experts to address their personal and business needs. They discuss the value of financial literacy and highlight David's efforts to share insights and trends through his blog, to help educate the community. Find David here: Website: https://sincerusadv.com/ LinkedIn: https://www.linkedin.com/in/david-flores-wilson-cfp%C2%AE-cfa-02b5a/ Contact Dr. Jean here: Website: www.gettingresultswithdrjean.com Email: [email protected]

Episode metadata supplied by the publisher feed · Published Sep 24, 2024

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This episode was published on September 24, 2024.

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