About Us

Vector Financial Solutions
Our mission at Vector is to help business owners and executives, retirees, divorcees and people managing inheritances make smarter financial decisions by finding the right investment and insurance solutions for their unique situations. Every strategy we recommend is well researched and objective. We bring extensive experience as well some of the finest industry tools and technology available to the task of guiding clients and friends to improved financial outcomes.

David Wilson

David Wilson is a Certified Financial Planner™ based in the Escondido area of San Diego, CA.  As a Registered Investment Advisor and Fiduciary, Dave has over 30 years of experience providing financial guidance to clients.  Dave strives to uphold the highest standards for investment advisors; with an obligation to put his clients’ financial interests first. He values integrity and transparency and has built his practice around these tenets.

Dave graduated from UCLA with a degree in Business Economics, attended USC Music School, and has studied law at the California School of Law. He has worked in Escondido and North San Diego County for more than 25 years providing practical, pragmatic, financial solutions to investors both locally and throughout the country.

When Dave isn’t in the office, he enjoys boating, skiing, traveling, and spending time with his wife and family.

My Story

As a kid, I learned that money and finances were very private. Like politics and religion, they were things you didn’t talk about. It was probably that silence that led to my early interest in finances. My financial education began at age 13 when I got my first job mowing lawns. I later worked in Avocado groves digging irrigation, moved furniture, drove trucks, drove a cab, and even taught teenagers to drive (yikes!). Hard work, but satisfying to have a taste of financial freedom. In college, I was equally fascinated by music and economics. My degree at UCLA was in Business Economics, but I pursued music as well. Soon after graduation, I was offered a scholarship at USC to continue my music education. There, the principles of supply and demand kicked in! Opportunities for musicians were scarce and the supply of great players was strong. I loved music, but that would not be my career.
While in school and after graduation, I worked at UCLA’s credit union. There, I was introduced to banking, lending and customer service and began taking night courses in a little- known field called financial planning. I progressed from life insurance to commodities, and finally into the securities field where I earned my designation as a Certified Financial Planner™. I wasn’t long into my career when I realized working for a large financial firm wasn’t for me. These huge companies pushed mediocre products on consumers, emphasizing “sales” over service, and often made recommendations that were more profitable for the company, but worse for the client! (That’s how they pay for those marble-tiled offices!) That convinced me I would work as an independent advisor – where I could do what I thought was best, without being pressured by some sales manager. And 30+ years later, I’ve never looked back.
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