David Edgar Carbajal, Cfp® Email & Phone Number

The Woodlands, Texas, Us

CFP® and Financial Advisor for the Greene Wentzler Wealth team, who has over $1 Billion of assets under management (4.10.2023), helping high-net-worth families and businesses grow and protect their assets through adequate wealth and tax-efficient strategies.Disclosure: Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Woodforest Wealth Strategies, Woodforest Financial Services and Woodforest Financial Group are not a registered broker/dealer and are independent of Raymond James Financial Services, Inc.

Houston, Tx, Us

Part of a dynamic team that managed over $3 billion in assets, with an average account size of $20 million. Our clientele spanned closely held businesses, family offices, and charitable organizations, and we diligently serviced these relationships in a collaborative effort.

Houston, Texas, Us

Worked closely with the CEO, who brought over 30 years of industry experience to our team. Together, we provided affluent clients with bespoke solutions aimed at safeguarding, growing, and effectively distributing their wealth.

Certified Investment Management Analyst® (Cima®)

Certified Financial Planner (Cfp®) Certification Education Program

Bachelor Of Business Administration (B.B.A.), Finance, General

High School Diploma