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MEMBER PROFILE

 

David Wilson

Sincerus Advisory

 

Member profile details

Membership level
New York Individual
First name
David
Second name/initial
Flores
Last name
Wilson
Title
Managing Partner
Company
Sincerus Advisory
 

CONTACT INFORMATION

City
New York
State
New York
 

PROFILE INFORMATION

Call me when
Working with business owners and entrepreneurs in New York City achieve their goals with comprehensive financial planning
Profession
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Entrepreneurship
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Investments
  • Philanthropy
  • Tax
  • Trusts
Client Industry(ies)
  • Media and Entertainment
  • Real Estate/Construction
  • Software/Internet
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
Certified Exit Planning Advisor (CEPA), Certified Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Estate Planner (AEP)
In Business Since
2011
How to contact
dwilson@sincerusadv.com
Twitter name
@NYwealthadvisor
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