Manage episode 236581379 series 2329036
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.