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David L. Wilson, CFP®, CWS®

David L. Wilson, CFP®, CWS®

Managing Partner

David L. Wilson, CFP®, CWS® is the Managing Partner and founder of Generational Wealth Management. David has more than 25 years of experience providing financial guidance and wealth management services to successful business owners, professionals, and retirees. He holds the Series 7, 9/10, 63, and 65 security industry licenses as well as Michigan accident, health, life, and variable annuity insurance licenses at First Allied Securities, Inc.

David is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Wealth Strategist® certificant. He graduated cum laude from Grand Valley State University with a degree in Accounting.

David’s areas of expertise include comprehensive wealth management, retirement income planning, 401(k) rollovers, and corporate retirement plans. His breadth of knowledge encompasses financial planning, investment management, retirement income planning, income tax, estate planning, and insurance.

David has a strong commitment to his family and community. He is a member of the Michigan West Coast Chamber of Commerce. David and his wife, Laura, have been married since 1979. They have 2 children and 6 grandchildren. David and Laura attend Immanuel Church. David’s hobbies include kayaking, cycling, and spending time with his family.