David Flores Wilson,  CFP<sup>&reg;</sup> - Financial Advisor

David Flores Wilson, CFP®

CFA, CDFA®

Advisor

Watts Capital Partners

110 Third Avenue
New York, NY 10003
FINANCIAL ADVISOR'S WEBSITE
(917) 843-4366 CONNECT WITH David
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General

David Wilson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Watts Capital Partners in New York, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - Certified Divorce Financial Analyst®

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Job Loss, Startup, Retirement, Succession Planning, Starting a Family, Sudden Wealth, Women's Finances

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