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Content provided by Josh Elledge of UpMyInfluence.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Elledge of UpMyInfluence.com or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Ep 044 - Planning to Wealth with David Flores Wilson

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Manage episode 236581379 series 2329036
Content provided by Josh Elledge of UpMyInfluence.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Elledge of UpMyInfluence.com or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

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1890 episodes

Artwork
iconShare
 
Manage episode 236581379 series 2329036
Content provided by Josh Elledge of UpMyInfluence.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Elledge of UpMyInfluence.com or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

1890 episodes

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