Ep 044 - Planning to Wealth with David Flores Wilson


Manage episode 236581379 series 2329036
By Josh Elledge and Josh Elledge of UpMyInfluence.com. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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.

93 episodes