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David Flores Wilson CFP®, CFA, CDFA®, the founder of NYC-based Planning to Wealth, a financial planning blog that is a source for top financial topics and life planning considerations joins Enterprise Radio.
Listen to host Eric Dye & guest David Flores Wilson discuss the following:
- How do you help entrepreneurs?
- How are business owners different when it comes to how they approach their financial planning?
- What is, in your opinion, the biggest financial mistake an entrepreneur can make?
- What are some of the current financial opportunities for business owners now?
- With the possibility of a potential recession in 2020, would you encourage entrepreneurs to take any precautions when it comes to launching a business? Why or why not?
Named to the Top 100 Financial Advisors of 2019, David is a Senior Wealth Manager and Financial Planner at Watts Capital in New York City. He advises and coaches business owners and professionals on a broad spectrum of financial matters as they make progress towards their goals and dreams.
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 Exit Planning Advisor (CEPA®), Certified College Financial Consultant (CCFC), Certified Divorce Financial Analyst (CDFA®), Chartered Financial Analyst (CFA), and Certified Financial Planner (CFP®) designations.
David received the IMCA Alternative Investments Certificate and completed the Certified Investment Management Analyst (CIMA) certificate program from The Wharton School at the University of Pennsylvania.
Website: planningtowealth.com
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