David Wanja, Jr.

Houston, TX

Verified Identity

Financial Synergies Wealth Advisors

Years of Experience

6 years

Member Since

2022

Allow Me to Introduce Myself

A financial planner who has demonstrated a history of working in the client service industry (if you are interested ask me about my tennis background). I have always enjoyed the challenges tennis has brought to my life, especially when it came time to analyze matches. Also, I have a passion for help...

Clientele

New Investors

Startup Employees

Healthcare Workers

Tech Employees

Partners at Law Firms

Doctors

Government Contractors

Nurses

Services Provided

Financial Planning

Tax Planning

Estate Planning Strategies

Investment Management

Specialties and Expertise

Cash Flow Analysis

Credit & Lending Needs

Debt Management

College Planning

Tax Minimization Inv...

Alternative Investments

Credentials and Designations

CFP®

Certified Financial Planner™

Click to learn more

Pricing Models

AUM

Education

Lamar University

Bachelor Degrees - Finance and General Business

Obtained in 2008

Previous Work Experience

Financial Synergies

Financial Advisor

2019 - Present

Disclosures and Proof of License

SEC Profile

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