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

David Flores Wilson, CFP®

CFA, CDFA®

Managing Partner

Sincerus Advisory

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 Sincerus Advisory in New York, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - Certified Exit Planning Advisor (CEPA)® 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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