David Flores Wilson is the Co-founder and Managing Partner at Sincerus Advisory, a fee-only firm offering holistic financial planning and wealth management for individuals, professionals, and business owners. Advising entrepreneurs and executives on various matters such as exit planning, equity compensation, tax strategies, and small business succession is a key part of his work. A CFA, CFP®, and CEPA®, he holds multiple advanced designations and was honored by Investopedia as one of the Top 100 Financial Advisors. In addition to his advisory role, David writes and edits the Planning to Wealth blog, and his insights have been featured in reputable outlets like The New York Times and CNBC.

For entrepreneurs and real estate investors, financial decisions can determine not only profit but peace of mind. So how can you create a smarter, more intentional plan that grows your wealth while supporting the life you want?

According to David Flores Wilson, a leading financial strategist and wealth advisor, sustainable wealth begins with a holistic approach that integrates tax planning, investment management, and life priorities. He highlights that effective financial planning isn’t about chasing deductions or minimizing taxes at all costs — it’s about making decisions that lower risk and build lasting value. By focusing on core financial pillars like saving, protecting assets, managing debt, and optimizing investments, individuals can create a resilient financial foundation that supports both business and personal goals.

In this episode of The Same Day Podcast, host Yoni Schmidt sits down with David Flores Wilson, Co-founder and Managing Partner at Sincerus Advisory, to discuss how to build long-term wealth through savvy financial planning. They explore how to align money with life goals, why liquidity and diversification are essential, and what strategies entrepreneurs can use to facilitate financial freedom. David also shares insights on tax efficiency and building a business that supports your ideal lifestyle.