David Wilson, CFA®, CFP®, CDFA, helps Gen X and Gen Y professionals and business owners in New York City achieve financial freedom. David advises and coaches his clients on a broad spectrum of financial matters as they make progress towards their goals and dreams.
Prior to joining Watts Capital, David was a Vice President in the Fixed Income Division at Barclays Capital. David began his career at Wall Street firm Lehman Brothers. David is the Writer/Editor of Planning to Wealth, a content resource that provides guidance on financial planning and wealth management topics.
David earned a BS degree from the University of California, Berkeley and holds the designations Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®), Certified College Financial Consultant (CCFC), and Behavioral Financial Advisor™ (BFA). David received the IMCA Alternative Investments Certificate and completed the Certified Investment Management Analyst® (CIMA®) certificate program at the Wharton School of the University of Pennsylvania.
David represented Guam in the 1996 Atlanta Olympic Games and enjoys traveling, reading, Brazilian Jiu-jitsu, yoga and snowboarding. If you are interested in speaking with David to see if his services would be a mutual fit, please schedule a call.