David Wilson is a Certified Financial Planner who works to provide his clients with understandable and practical financial advice. He owns and operates Vector Financial Solutions in Escondido and has been serving clients in the North County area for over 30 years.
Dave’s career began 32 years ago as a student worker at UCLA’s credit union and includes experience in banking, insurance, commodities, securities, and real estate investment. In addition to being a Certified Financial Planner, he is also an Accredited Investment Fiduciary Analyst and a Registered Principal, a role in which he supervises other CFPs and financial advisors.
Dave is also president of Ridgecrest Management LLC, a real estate company that provides furnished housing to military members and base contractors. Dave and his wife Jennifer live in Rancho Bernardo, and are the parents of three daughters.