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!
More
Specialties and Expertise
6
Cash Flow Analysis
Credit & Lending Needs
Debt Management
College Planning
Tax Minimization Investment Strategies
Alternative Investments
Clientele
8
New Investors
Startup Employees
Healthcare Workers
Tech Employees
Partners at Law Firms
Doctors
Government Contractors
Nurses
Credentials and Designations
1
Certified Financial Plannerâ„¢
Education
1
Lamar UniversityBachelor Degrees - Finance and General BusinessYear Obtained: 2008
AdvisorFinder does not provide and does not intend to provide investment or legal advice through this Website. Information contained on this Website is for informational and educational purposes only. Third-party links and resources are provided for your convenience, and have not been independently verified by AdvisorFinder. AdvisorFinder is not responsible for the accuracy or viability of the information or services offered through third-parties. Inclusion of links to third-party content is not an endorsement by AdvisorFinder of such content or services. Use your discretion. AdvisorFinder does not manage client funds or hold custody of assets. AdvisorFinder does not claim to vet or qualify the advisors listed on this Website.
Contact David Wanja, Jr.
Full Name
Email
Phone Number
What are you looking for? (optional)
By submitting this form, I confirm I read the Terms of Service and agree to them.