Ever feel stuck between the safe path and the one you really want to pursue? In this episode, we dive into the power of habits, the cost of inaction, and how one man turned his side passion into a thriving business helping entrepreneurs build financial freedom. If you're ready to move from planning to doing—this one's for you.

Today we sit down with David Flores Wilson, a CFA, CFP®, and managing partner at Sincerus Advisory. David's journey—from growing up in Guam and working family businesses to becoming a top-ranked financial advisor and Olympian—is anything but ordinary.

David shares why he left investment banking to pursue his passion, how he built a purpose-driven firm, and the rituals that fuel his success. We talk entrepreneurship, leadership, financial planning, and what it really takes to move from idea to action.

This is a conversation about purpose, discipline, and designing a life you’re proud of.

💡 What You'll Learn:

• Why finding your passion is a myth—and what to do instead
  
• The role of daily rituals in building long-term success
  
• How to transition from employee to entrepreneur (without blowing it up)
  
• David’s biggest regret—and the lesson he shares with every client
  
• The difference between managing and leading a team
  
• How financial planning becomes a tool for life design, not just wealth
  

David is a Certified Financial Planner and Chartered Financial Analyst who helps entrepreneurs, tech professionals, and business owners design and execute financial plans aligned with their goals. He’s been featured in CNBC, The New York Times, Investment News, and was named one of Investopedia’s Top 100 Financial Advisors.

Fun fact: He also represented Guam in the 1996 Olympics.

🔗 Connect with David:

• 🌐 Website: https://www.sincerusadvisory.com
  
• 💼 LinkedIn: David Flores Wilson
  

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