David Wanja, Jr.

David Wanja, Jr.

Financial Synergies Wealth Advisors
4400 Post Oak Pkwy #200 Houston, TX 77027
Financial Advisor
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About 

David Wanja, Jr.

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 helping others. Financial planning has merged my passion for helping others and my enjoyment for analyzing situations! I focus on helping young professionals (and families) through comprehensive financial planning, covering topics like cashflow management, equity compensation, education funding, insurance reviews, estate planning, tax planning, and investments. Financial education is the start to financial freedom!

Licenses

CERTIFIED FINANCIAL PLANNER™, CFP®

Education

About 

Financial Synergies Wealth Advisors

FIRM SEC/CRD #

105643

Are you a Fiduciary?

Yes

Do you receive any commissions or fees based on financial products you provide to clients?

Yes

Methods of Compensation

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