PLANNING TO WEALTH ANNOUNCEMENTS
PLANNING TO WEALTH AND SINCERUS ADVISORY PARTNER TOGETHER
Planning to Wealth is pleased to announce that founder and editor David Flores Wilson is joining Sincerus Advisory, a Manhattan-based Registered Investment Advisory firm that provides holistic, fee-only financial planning and wealth management services to families, business owners, and individuals in the New York Metro area and nationwide.
Wilson joins Sincerus Advisory as Managing Partner alongside Dann Ryan, CFP®, who founded the firm in 2019 after more than a decade career in the wealth management industry. In this new dynamic, the pair is committed to developing a best of class financial planning and wealth management experience with a passionate focus on technology, transparency, and solutions tailored for the unique needs of each client.
David Flores Wilson named recognized on wealthmanagement.com thrive list
december 15, 2019
Planning to Wealth congratulates David Flores Wilson for being named to Wealthmanagement.com’s 2019 Thrive list, which recognizes the fastest growing advisors in the industry. The average revenue growth of the advisors on the Thrive list was three times the industry average, as calculated by McKinsey & Company’s PriceMetrix. To qualify, advisors had to be based in the US, free of ergulatory actions, and working with individual clients.
David Flores Wilson EARNs CERTIFIED EXIT PLANNER ADVISOR (CEPA) DESIGNATION FROM EXIT Planning Institute
November 1, 2019
Planning to Wealth is happy to announce that David Flores Wilson has received the Certified Exit Planning Advisor certification from the Exit Planning Institute. The program is designed to 1) teach advisors how to aid business owners with the strategy, planning, and process to build a business that is transferable and 2) address the financial, legal, and tax issues before, during, and after transferring a business so that business owners can maximize value and achieve their personal, financial and business goals. The organizing principle of the program is Master Planning, the alignment of the three legs of the stool (business, personal, financial), which is executed through the implementation of a process called the Value Acceleration Methodology™. Using a combination of lectures, group discussions, case studies and individual exercises during 40 hours of classroom instruction, the designation is awarded after a 3-hour proctored exam.
David Flores Wilson named to the Investopedia 100 Top Financial Advisors of 2019
AUGUST 1, 2019
Planning to Wealth is happy to announce that David Flores Wilson, CFP®, CFA was awarded as one of the 100 Top Financial Advisors of 2019 by Investopedia. Advisors were chosen based on making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. Investopedia's methodology focuses on financial advisors who have demonstrated an ability to reach the largest and most relevant financial and investing audience, as measured by the impact and quality of their published work, public appearances, and online following. The methodology heavily weighs peer-to-peer nominations, highlighting the most influential advisors who were recommended by their peers.
David flores wilson to present at FPa’s Financial Literacy program at the new york public library on “financial planning for a sudden windfall or inheritance”
june 12, 2019
As part of the FPA of Metro New York’s Money Matters Financial Literacy Programs, David Flores Wilson, CFP®, CFA will discuss financial strategies and tips that people receiving an inheritance or windfall can implement to help them achieve financial freedom. Please email npinto@wattscapital.com to RSVP. Topics covered include:
A step by step guide on what actions people should take
Strategies and behaviors to maximize success
Unique tax, legal, or other considerations
Additional strategies for those selling a business
STRATEGIES TO LOWER THE COST OF COLLEGE AND MAXIMIZE FINANCIAL AID
May 13, 2019
Learn the best strategies and techniques to save for college, how to save on the actual cost of college, and how to maximize financial aid. Presented by David Flores Wilson, CFP®, CFA. Topics to be covered include:
- What parents should do to prepare for paying and saving for college
- A framework to lower the cost of college
- Understanding where to focus on when it comes to financial aid
- Maximizing financial aid techniques
- Leveraging offers to save money on college
- The best vehicles to save for college
- Strategies for business owners
Please email npinto@wattscapital.com to RSVP.
david flores wilson hosts financial planning tax savings strategies seminar at wework in new york city
January 31, 2019
David Flores Wilson of Planning to Wealth will be hosting a seminar on tax saving strategies at noon on February 6th, 2019 at the WeWork in New York City on 1460 Broadway. Topics to be covered include Backdoor Roth contributions, Opportunity Zone investments, education financial planning strategies, and charitable planning tax strategies. If you would like to attend, please email dwilson@planningtowealth.com.
Planning to Wealth to present at FPa’s money matters Financial Literacy program at the new york public library
December 7, 2018
As part of the FPA of Metro New York’s Money Matters Financial Literacy Programs, David Flores Wilson, CFP®, CFA will discuss Social Security strategies and tips that young people can implement at the New York Public Library on Thursday, March 14, 2019, 3:00 P.M. Topics to be covered include:
The future of Social Security
Retiring early can have its drawbacks
Your Social Security statement is probably inaccurate
How your Social Security strategies affect your spouse and family
How working in retirement impacts Social Security
Small business owner Social Security strategies
Planning to Wealth to co-host financial planning seminar with title Guaranty
April 16, 2018
Planning to Wealth is proud to announce “A Stock Market Update: Opportunities to Grow your Wealth and the Pitfalls to Avoid” on April 27th at the Dusit Thani Hotel in Tumon, Guam. Co-hosted by Ryan Mummert of Title Guaranty, the event is focused on current opportunities in the stock and bond markets, financial planning pitfalls, and opportunities for business owners and real estate professionals. If you would like to attend, please email dwilson@planningtowealth.com.
PLANNING TO WEALTH KICKS OFF BUSINESS OWNER ROUNDTABLE FORUM
FEBRUARY 12, 2018
Planning to Wealth hosted the Business Owner Roundtable Forum at Neuehouse in New York City on February 9th. Moderated by David Wilson, financial planning clients and friends of Planning to Wealth discussed a wide range of issues relevant to their businesses, including the increasing challenge to businesses of hiring and retaining design and technical talent with fierce competition from massive, well-funded technology companies like Google and Facebook, the rising influence of millennial employees on the workplace, and the impact of immigration changes on businesses. The next Business Owner Roundtable will be held in May. Please email dwilson@planningtowealth.com if you are interested in attending a forum.
DAVID flores WILSON RECEIVES THE CERTIFIED COLLEGE FINANCIAL CONSULTANT (CCFC) DESIGNATION FROM THE AICCFC.
NOVEMBER 15, 2017
Editor and Writer at Planning to Wealth, David Flores Wilson, received the premier financial planning designation focused on advising families as they put their children through college: the CCFC. Administered by the AICCFC, the CCFC program includes comprehensive coursework and a final examination on the following areas: student loan advising, financial aid advising, academic planning to reduce costs, optimal saving strategies and an analysis of higher education tax deductions and credits. CCFC charterholders must complete a fiduciary oath and annual service requirements. Coursework also includes specific, actionable college financial strategies and techniques for business owners, divorced parents, grandparents and high net worth families. If you are interested in a free consultation on college planning for your family, please email dwilson@planningtowealth.com.