David Flores Wilson
Sincerus Advisory
New York,
New York
Contact
How to contact
dwilson@sincerusadv.com
Professional Profile
Call Me When
Working with business owners and entrepreneurs in New York City achieve their goals with comprehensive financial planning
Professions
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Entrepreneurship
Estate planning
Family business
Investments
Philanthropy
Tax
Trusts
Exit/Transition Planning
Professional Certification
Certified Merger and Acquisition Advisor (CM&AA), Certified Exit Planning Advisor (CEPA), Certified Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Estate Planner (AEP)
Client Industries
Media and Entertainment
Real Estate/Construction
Software/Internet
Travel/Recreation/Leisure
Wholesale/Distribution
Client Results
Expertise include qualified small business stock (QSBS) planning, business exit planning, strategic philanthropy planning, and equity compensation planning (ISOs, NSOs, and RSUs)
Chapter information
Membership
New York Individual
Member since
Member for 2 years
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