When it comes to achieving financial clarity and building lasting wealth, few advisors bring as much insight, discipline, and passion as David Flores Wilson, CFA, CFP®, CEPA®, AEP®. As Managing Partner at Sincerus Advisory, LLC, David has built a reputation for guiding business owners, executives, and professionals toward their most ambitious financial goals.
Drawing on decades of experience in wealth management and investment strategy—plus a unique background that includes representing Guam at the 1996 Atlanta Olympic Games—David combines high-performance mindset with technical expertise. Through his work at Sincerus Advisory and his popular platform Planning to Wealth, he helps clients navigate complex decisions around cash flow, retirement, stock options, and business succession planning.
In an era where financial advice is often transactional, David stands out for his holistic, values-based approach—aligning clients’ money with their purpose and long-term vision of success.
Episode Highlights Here:
Brett
Before we jump into this episode, I want to invite you to join our community to help you become a better steward scale to billions and ultimately give more or all of it away. All I want you to do is to click the subscribe button right now. I love your support. It’s incredible to see your comments and were just getting started. I can’t waits to go on this journey with you. Thank you so much for subscribing. It means the world to me. Everybody. Welcome back to the build it to billions podcast where we guide successful entrepreneurs and investors on the journey from millions to billions. We believe the key to scaling and compounding your wealth and life starts every single day with a mindset and practice of stewardship over ownership and applying billionaire biblical principles and ultimate goals to help you scale and compound your wealth and life so you can give your wealth and life so you can give more or all the way to help. MVPs, my name is Brett Swarts, and each and every episode, I am joined by some of the world’s best entrepreneurs, millionaires and billionaires, where they share their secrets and insights with us so we can all scale, compound and make a bigger impact. I’m excited about our next guest. He’s out of the great state of New York. He’s a CFA, a CFP, managing partner at serious advisory, where he helps entrepreneurs, tech professionals and business owners build and protect their wealth, optimize business exits and achieve financial freedom. He’s actually named investor media, top 100 financial advisors in 2019, 2020, and he’s been featured in CNBC, New York Times, clipping jerk and so much more. Please welcome by the way, he’s also sorts of an Exit Planning advisor. That’s really cool too. Please welcome show with you. Mr. David Flores, David, how we doing?
David
Doing well? Brett, wonderful to be here for the conversation.
Brett
Absolutely, for our listeners. Answering for the first time, would you give us just a little bit more about your story and your current focus?
David
Sure. I mean, you know, right now I advise business owners and entrepreneurs from, you know, formation to exit and beyond. And so, for me, it all started, you know, I grew up in Guam. Was born and raised, kind of, working in the family business on weekends and in the summertime. And so, you know, I got to see my grandparents, kind of, you know, run these multiple businesses. And you know, my grandparents were super hard working, and, you know, so respected in the community. They made mistakes right and so they didn’t have the right advisors around them. And what I saw, you know, when I was sort of seven or eight years old, they lost one of the businesses because of a lawsuit. A
little bit fast forward, a little bit later. You know, there are states that in probate for many years because they didn’t have the right estate plan. So, I that sort of really inspired me in terms of working with clients and working with business owners to make sure that they don’t has those same missteps. And so, were going through all our checklists, and, you know, not just to kind of make the money and save the money but so lower the risk as well.
Brett
Oh, I love that. I love that you’re connecting the personal with the mission now, right? And becoming atop 100 advisors. And we’re gonna be talking about, like, massive, massive exits and how to how to properly plan. But before we go there, David, you know, I believe you’ve all been given certain gifts, and these gifts have been given us to be blessing and help to others. So, what would you say is your top strength or gift you believe you were given? And how does that help? How you help and bless people
today?
David
Yeah, I think for me, it’s really about the mindset. And you know, for this, this isn’t a this isn’t a job, this isn’t a business. It’s an obsession, frankly. And so my mindset has been to kind of get better every week, maybe get better 10% I used to do Brazilian Jiu Jitsu a lot and so you just, you know, the more you kind of put in, you know, reading the code certifications, webinars on different topics, you know, whether its tax or estate planning or joining entrepreneur community. So, I could really understand their issues and get some of the content that that they’re receiving as well. It’s just that, you know, that obsessive pursuit of lifelong learning, really,
Brett
I love that. So, the mindset and the pursuit and the drive to continue to every day in every way every week get a little bit better.
David
Yeah, it’s really, you know, it’s not sort of about the end result, right? It’s just, it’s the journey and just kind of loving it at and so we can help out on a daily basis. I love, that’s great.
Brett
Very cool. So, lets dive right into the topic at hand, right? Which is, like, massive excess. You’re entrepreneur, your massive real estate empire, and you’re like, gosh, millions and millions of Bitcoins or stock, and its, its highly appreciated. I’m originally from California. You’re out of New York, and, you know, taxes are high, right? So that’s the big thing we want to try to solve for. So let's, let's,you know, for the next maybe 2030, minutes, kind of geek out about, like, the best ways you found to help exit in a way thats, you know, very, you know, I like to say, not just, you know, capital gains tax deferred. It can be estate tax. It can be income tax. Advantages. You can have flexibility with the wealth, for the diversification, liquidity, and can be an entrepreneur like, lets dive in. What would you say is the top secret to doing that? So, if you like this little, short clip of the interview I just did, click over here to watch the full interview. And please don’t forget to subscribe. Thanks so much, everybody. You.
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About David Flores Wilson
David Flores Wilson, CFA, CFP®, CEPA®, AEP® is the Managing Partner at Sincerus Advisory, LLC, a New York City–based wealth management firm serving business owners, entrepreneurs, and professionals nationwide.
Recognized by Investopedia as one of the Top 100 Financial Advisors, David is known for his strategic, values-driven approach to financial planning. His expertise spans business exit strategies, equity compensation, estate coordination, and comprehensive wealth planning.
A former Olympic athlete representing Guam, David brings a performance mindset to helping clients achieve financial success. He holds a B.S. in Business Administration from UC Berkeley and writes regularly on his blog, Planning to Wealth.
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