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:

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:

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