Summary: <br> <br> <br> <br> <br> David Flores Wilson CFP®, CFA, CDFA®, the founder of NYC-based <a href="http://planningtowealth.com%EF%BB%BF" target="_blank" rel="noreferrer noopener">Planning to Wealth</a>, a financial planning blog that is a source for top financial topics and life planning considerations joins <a rel="noreferrer noopener" href="https://epodcastnetwork.com/category/exclusive-interviews/enterprise-radio/" target="_blank">Enterprise Radio</a>.<br> <br> <br> <br> Listen to host <a rel="noreferrer noopener" href="http://www.twitter.com/EricDye" target="_blank">Eric Dye</a> & guest David Flores Wilson discuss the following:<br> <br> <br> <br> * How do you help entrepreneurs?* How are business owners different when it comes to how they approach their financial planning?* What is, in your opinion, the biggest financial mistake an entrepreneur can make?* What are some of the current financial opportunities for business owners now?* With the possibility of a potential recession in 2020, would you encourage entrepreneurs to take any precautions when it comes to launching a business? Why or why not?<br> <br> <br> <br> <br> <br> <br> <br> Named to the Top 100 Financial Advisors of 2019, David is a Senior Wealth Manager and Financial Planner at Watts Capital in New York City. He advises and coaches business owners and professionals on a broad spectrum of financial matters as they make progress towards their goals and dreams. <br> <br> <br> <br> Prior to joining Watts Capital Partners, David was a Vice President in the Fixed Income Division at Barclays Capital. He received a BS from the University of California, Berkeley and holds the Certified Exit Planning Advisor (CEPA®), Certified College Financial Consultant (CCFC), Certified Divorce Financial Analyst (CDFA®), Chartered Financial Analyst (CFA), and Certified Financial Planner (CFP®) designations. <br> <br> <br> <br> David received the IMCA Alternative Investments Certificate and completed the Certified Investment Management Analyst (CIMA) certificate program from The Wharton School at the University of Pennsylvania.<br> <br> <br> <br> <br> <br> <br> <br> Website: <a rel="noreferrer noopener" href="https://www.planningtowealth.com" target="_blank">planningtowealth.com</a><br> <br> <br> <br> <br> <br> <br> <br> People also listened to this: <a href="https://epodcastnetwork.com/becoming-the-voice-of-the-enterprise-customer/">Becoming the Voice of the Enterprise Customer</a><br>
