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In Episode #14 of NAPFA Nation, David Flores Wilson, Managing Partner of Fee-Only wealth management and financial planning firm Sincerus Advisory, talks with podcast host Marie Swift about his experience representing his Guam in the 200-meter run at the 1996 Olympic Games in Atlanta, Georgia, and his involvement with the Lower East Side Girls Club and other non-profit organizations. To prepare for the Olympics, he took a gap year after high school, and split time between training in Australia and back in Guam with Coach Carl Cruz. He says he would not be where he is today without his family’s support, a great education, hard work, and a bit of luck/timing. He has a deep appreciation for the land and people that make the Chamorro culture so unique. Given his background, it’s no surprise that he enjoys traveling, reading, Brazilian Jiu-jitsu, yoga and snowboarding in his free time.

Wilson discusses his professional credentials, including being a CFA®️ (Chartered Financial Analyst) and CFP®️ (Certified Financial Planner) professional, as well as earning designations such as AEP (Accredited Estate Planner) and CEPA (Certified Exit Planning Advisor), and how he specializes in working with business owners and entrepreneurs, providing comprehensive financial planning services. He also works with Gen X and Gen Y clients who are still accumulating wealth, providing pro-active life event and transitions planning (college financial planning, marriage, real estate purchases and sudden wealth). In terms of philanthropy, he encourages clients to be pursue purpose and to be proactive when it comes to giving back.

In a nutshell, here’s what you’ll learn about:

• The collaborative approach that he and fellow Sincerus partner Dan Ryan took when merging their two independent financial planning firms

• The commitment they have to building a firm that offers opportunities for the next generation

• Creating meaningful impact through financial planning

• The pros and cons of using rating systems to evaluate charities and nonprofits based on one’s goals and passions

A NAPFA Member since 2018, David Flores Wilson, CFA, CFP®️, AEP®️, CEPA, was named by Investopedia as one of the Top 100 Financial Advisors in 2019 and 2020. His financial guidance has appeared on CNBC, Yahoo! Finance, the New York Times, US News & World Report, Kiplinger, and InvestmentNews. He sits on the Board of Directors as Treasurer for the Lower East Side Girls Club, and is active with the Entrepreneur Organization Accelerator Program, Estate Planning Council of New York City, Advisors in Philanthropy (AiP), and the Exit Planning Institute. Learn more at www.SincerusAdv.com.

A NAPFA Member since 2018, David Flores Wilson, CFA, CFP®️, AEP®️, CEPA helps professionals and business owners in New York City achieve financial freedom. Named by Investopedia as one of the Top 100 Financial Advisors in 2019 and 2020, he is a Managing Partner for Sincerus Advisory. His financial guidance has appeared on CNBC, Yahoo! Finance, the New York Times, US News & World Report, Kiplinger, and InvestmentNews. Wilson represented Guam in the 1996 Atlanta Olympic Games, sits on the Board of Directors as Treasurer for the Lower East Side Girls Club, and is active with the Entrepreneur Organization Accelerator Program, Estate Planning Council of New York City, Advisors in Philanthropy (AiP), and the Exit Planning Institute. Learn more at www.SincerusAdv.com