Adfi_logo

David Wanja, Jr. | Financial Advisor

Profile img for David Wanja, Jr., financial advisor at Financial Synergies Wealth Advisors
Houston, TX
David Wanja, Jr.
Financial Advisor
Financial Synergies Wealth Advisors

Verified Identity

Important Disclosures

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 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
credentialsImg

Certified Financial Plannerâ„¢

Education

1
Lamar UniversityBachelor Degrees - Finance and General BusinessYear Obtained: 2008

Job History

1
Financial SynergiesFinancial Advisor2019-Present
Quick Facts About David
Years of Experience:6 yearsMember since:2022

Services Provided

How I help my clients

Financial Planning

service_img
More

Tax Planning

service_img
More

Estate Planning Strategies

service_img
More

Investment Management

service_img
More

Pricing Models

AUM

Proof of License

SEC Profile
profile_picture
Houston, TX
David Wanja, Jr.
Financial Advisor
Financial Synergies Wealth Advisors
AdvisorFinder Disclosure
To maintain a verified listing on this Website, a financial firm or financial professional must pay a subscription fee to AdvisorFinder (please click here for details). AdvisorFinder is not a client of any firm or advisor listed on this Website (advisors are subject to this agreement). Fees are not specifically payable in consideration of any "endorsement". AdvisorFinder search results are conferred based on standardized and automated factors without regard to any financial firm compensation to AdvisorFinder. However, the compensation paid by a financial firm or financial professional to AdvisorFinder creates a material conflict of interest of which prospective clients of a financial firm should be aware.
Profile last updated: 02-26-2025