Ep 044 – Planning to Wealth with David Flores Wilson
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David Flores Wilson, CFP, CFA is editor of Planning to Wealth, a financial planning blog focusing on strategies and techniques for business owners. His financial guidance has appeared on Yahoo!Finance, Investopedia, CNBC, InvestmentNews, and others.
In addition, David is a Senior Wealth Manager at Watts Capital in New York City, where he advises and coaches business owners on a spectrum of financial matters as they progress on their goals and dreams. He’s a Certified Financial Planner, and holds the Chartered Financial Analyst and Certified College Financial Consultant designations.