NAPFA Nation Podcast

NAPFA Nation is a monthly podcast bringing you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession.

Join Marie Swift, Founder and CEO of Impact Communications, as she interviews a variety of NAPFA members and professionals.

“Pursuing Purpose: From the Olympics to Philanthropic Wealth” with David Flores Wilson

In Episode #14 of NAPFA Nation, David Flores Wilson, Managing Partner of fee-only wealth management and financial planning firm Sincerus Advisory, talks with podcast host Marie Swift about his experience representing his Guam in the 200-meter run at the 1996 Olympic Games in Atlanta, Georgia, and his involvement with the Lower East Side Girls Club and other non-profit organizations.

Wilson specializes in working with business owners and entrepreneurs, providing comprehensive financial planning services. He also works with Gen X and Gen Y clients who are still accumulating wealth, providing pro-active life event and transitions planning (college financial planning, marriage, real estate purchases and sudden wealth). In terms of philanthropy, he encourages clients to be pursue purpose and to be proactive when it comes to giving back.

Listen to Episode #14

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2022 NAPFA Mindset Mastery Podcasts

NAPFA's podcast in 2022 focused on interviews bringing motivational insights and actionable advice to listeners. Guests include names from a "who's who list" of professionals including professionals from the RIA consulting space and respected fiduciary financial planners. These individuals exemplify accomplishing their goals while mastering their own mindset to help them better serve their clients.

Access Mindset Mastery Episodes